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LPEIX vs SMCWX
LPEIX vs SMCWX Comparison
Open Charts LPEIX vs SMCWX
ALPS Global Opportunity I
Price$6.97
Change-$0.11 (-1.55%)
VolumeN/A
Net Assets65.89M
American Funds SMALLCAP World A
Price$67.47
Change-$1.53 (-2.22%)
VolumeN/A
Net Assets74.42B
LPEIX vs SMCWX Comparison Chart
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LPEIX vs. SMCWX commentary
Feb 23, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.4B vs. LPEIX (65.9M). LPEIX pays higher dividends than SMCWX: LPEIX (5.09) vs SMCWX (0.61). LPEIX was incepted earlier than SMCWX: LPEIX (17 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. LPEIX (21.00). SMCWX has a lower initial minimum investment than LPEIX: SMCWX (250) vs LPEIX (100000). LPEIX annual gain was more profitable for investors over the last year : 12.09 vs. SMCWX (1.53). LPEIX return over 5 years is better than : 23.00 vs. SMCWX (12.97).
| LPEIX | SMCWX | LPEIX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | 2.500 | 0.119 | 2,106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 74.4B | 0% |
| Annual Yield % from dividends | 5.09 | 0.61 | 828% |
| Returns for 1 year | 12.09 | 1.53 | 790% |
| Returns for 3 years | 21.97 | 1.16 | 1,892% |
| Returns for 5 years | 23.00 | 12.97 | 177% |
| Returns for 10 years | 70.43 | 44.71 | 158% |
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