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LPERX vs SCWCX
LPERX vs SCWCX Comparison
Open Charts LPERX vs SCWCX
LPERX vs SCWCX Comparison Chart in %
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LPERX vs. SCWCX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 91.5B vs. LPERX (42.5M). LPERX pays higher dividends than SCWCX: LPERX (8.51) vs SCWCX (0.11). LPERX was incepted earlier than SCWCX: LPERX (19 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 : 14.75 vs. LPERX (-22.15). SCWCX return over 5 years is better than : -9.39 vs. LPERX (-23.70).
| LPERX | SCWCX | LPERX / SCWCX | |
| Total Expense Ratio | 2.12 | 1.77 | 120% |
| Annual Report Gross Expense Ratio | 2.15 | 1.77 | 121% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -8.635 | 14.636 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5M | 91.5B | 0% |
| Annual Yield % from dividends | 8.51 | 0.11 | 7,453% |
| Returns for 1 year | -22.15 | 14.75 | -150% |
| Returns for 3 years | 1.94 | 32.76 | 6% |
| Returns for 5 years | -23.70 | -9.39 | 252% |
| Returns for 10 years | 31.73 | 72.91 | 44% |
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