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LPEIX vs SMCWX
LPEIX vs SMCWX Comparison
Open Charts LPEIX vs SMCWX
ALPS Global Opportunity I
Price$6.96
Change-$0.08 (-1.14%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$70.31
Change-$0.58 (-0.82%)
VolumeN/A
CapitalizationN/A
LPEIX vs SMCWX Comparison Chart
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LPEIX vs. SMCWX commentary
Dec 18, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 77B vs. LPEIX (67.3M). 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 : 18.66 vs. SMCWX (8.61). LPEIX return over 5 years is better than : 28.90 vs. SMCWX (16.64).
| 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 | 16.330 | 6.128 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.3M | 77B | 0% |
| Annual Yield % from dividends | 5.09 | 0.61 | 828% |
| Returns for 1 year | 18.66 | 8.61 | 217% |
| Returns for 3 years | 11.91 | -8.09 | -147% |
| Returns for 5 years | 28.90 | 16.64 | 174% |
| Returns for 10 years | 78.61 | 41.97 | 187% |
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