Interact to see
Advertisement
Advertisement
LPERX vs SCWCX
LPERX vs SCWCX Comparison
Open Charts LPERX vs SCWCX
LPERX vs SCWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LPERX vs. SCWCX commentary
Jun 06, 2026
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 LPERX is a Buy and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 88.9B vs. LPERX (44M). LPERX pays higher dividends than SCWCX: LPERX (8.29) vs SCWCX (0.15). LPERX was incepted earlier than SCWCX: LPERX (18 years) vs SCWCX (25 years). LPERX (2.15) is less costly to investors than SCWCX (1.77). SCWCX is a more actively managed with annual turnover of: 41.00 vs. LPERX (31.00). LPERX has a lower initial minimum investment than SCWCX: LPERX (0) vs SCWCX (250). SCWCX annual gain was more profitable for investors over the last year : 18.12 vs. LPERX (-18.57). SCWCX return over 5 years is better than : -9.05 vs. LPERX (-20.25).
| LPERX | SCWCX | LPERX / SCWCX | |
| Total Expense Ratio | 2.12 | 1.77 | 120% |
| Annual Report Gross Expense Ratio | 2.15 | 1.77 | 121% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -6.964 | 12.696 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 88.9B | 0% |
| Annual Yield % from dividends | 8.29 | 0.15 | 5,454% |
| Returns for 1 year | -18.57 | 18.12 | -103% |
| Returns for 3 years | 5.50 | 33.51 | 16% |
| Returns for 5 years | -20.25 | -9.05 | 224% |
| Returns for 10 years | 26.48 | 65.32 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement