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
Aug 24, 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 Hold and SCWCX is a Hold.
FUNDAMENTALS
Fundamentals
SCWCX has more cash in the bank: 89B vs. LPERX (45.1M). LPERX pays higher dividends than SCWCX: LPERX (8.19) vs SCWCX (0.12). 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 : 13.27 vs. LPERX (-15.26). SCWCX return over 5 years is better than : -8.84 vs. LPERX (-18.58).
| 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 | -0.557 | 14.057 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 89B | 0% |
| Annual Yield % from dividends | 8.19 | 0.12 | 6,756% |
| Returns for 1 year | -15.26 | 13.27 | -115% |
| Returns for 3 years | 11.72 | 36.14 | 32% |
| Returns for 5 years | -18.58 | -8.84 | 210% |
| Returns for 10 years | 35.94 | 61.14 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement