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LPEIX vs SFCWX
LPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWX
ALPS Global Opportunity I
Price$7.79
Change-$0.03 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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LPEIX vs SFCWX Comparison Chart
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LPEIX vs. SFCWX commentary
Sep 21, 2024
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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. LPEIX (67.6M). LPEIX pays higher dividends than SFCWX: LPEIX (5.09) vs SFCWX (0.95). LPEIX was incepted earlier than SFCWX: LPEIX (17 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. LPEIX (21.00). 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 : 32.73 vs. SFCWX (20.16). LPEIX return over 5 years is better than : 33.45 vs. SFCWX (27.21).
| LPEIX | SFCWX | LPEIX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 17.852 | 6.204 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 76.8B | 0% |
| Annual Yield % from dividends | 5.09 | 0.95 | 537% |
| Returns for 1 year | 32.73 | 20.16 | 162% |
| Returns for 3 years | 2.77 | -21.78 | -13% |
| Returns for 5 years | 33.45 | 27.21 | 123% |
| Returns for 10 years | 81.88 | N/A | - |