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LPEIX vs SFCWX
LPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWX
ALPS Global Opportunity I
Price$6.46
Change+$0.08 (+1.25%)
VolumeN/A
Net Assets57.86M
American Funds SMALLCAP World F3
Price$63.93
Change+$0.73 (+1.16%)
VolumeN/A
Net Assets67.16B
LPEIX vs SFCWX Comparison Chart
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LPEIX vs. SFCWX commentary
Apr 25, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 67.2B vs. LPEIX (57.9M). LPEIX pays higher dividends than SFCWX: LPEIX (11.23) vs SFCWX (1.04). LPEIX was incepted earlier than SFCWX: LPEIX (17 years) vs SFCWX (8 years). LPEIX (2.30) 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 : 0.84 vs. SFCWX (-4.44). LPEIX return over 5 years is better than : 58.12 vs. SFCWX (26.81).
| LPEIX | SFCWX | LPEIX / SFCWX | |
| Total Expense Ratio | 2.24 | 0.65 | 345% |
| Annual Report Gross Expense Ratio | 2.30 | 0.65 | 354% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -6.176 | -8.233 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 67.2B | 0% |
| Annual Yield % from dividends | 11.23 | 1.04 | 1,076% |
| Returns for 1 year | 0.84 | -4.44 | -19% |
| Returns for 3 years | 16.71 | -0.10 | -17,074% |
| Returns for 5 years | 58.12 | 26.81 | 217% |
| Returns for 10 years | 53.58 | N/A | - |
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