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LPEIX vs SFCWX
LPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWX
ALPS Global Opportunity I
Price$6.73
Change-$0.18 (-2.60%)
VolumeN/A
Net Assets61.87M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
LPEIX vs SFCWX Comparison Chart
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LPEIX vs. SFCWX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LPEIX is a Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.7B vs. LPEIX (61.9M). LPEIX pays higher dividends than SFCWX: LPEIX (10.83) vs SFCWX (0.96). LPEIX was incepted earlier than SFCWX: LPEIX (17 years) vs SFCWX (8 years). LPEIX (2.39) is less costly to investors than SFCWX (0.65). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPEIX has a lower initial minimum investment than SFCWX: LPEIX (100000) vs SFCWX (1000000). LPEIX annual gain was more profitable for investors over the last year : 6.18 vs. SFCWX (5.16). LPEIX return over 5 years is better than : 53.23 vs. SFCWX (24.19).
| LPEIX | SFCWX | LPEIX / SFCWX | |
| Total Expense Ratio | 2.32 | 0.65 | 357% |
| Annual Report Gross Expense Ratio | 2.39 | 0.65 | 368% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.618 | 3.557 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 76.7B | 0% |
| Annual Yield % from dividends | 10.83 | 0.96 | 1,127% |
| Returns for 1 year | 6.18 | 5.16 | 120% |
| Returns for 3 years | 50.70 | 31.15 | 163% |
| Returns for 5 years | 53.23 | 24.19 | 220% |
| Returns for 10 years | 63.80 | N/A | - |
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