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
Jul 25, 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: 94.3B vs. LPERX (42.2M). 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 : 9.20 vs. LPERX (-24.40). SCWCX return over 5 years is better than : -12.43 vs. LPERX (-24.22).
| 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 | -8.357 | 10.092 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.2M | 94.3B | 0% |
| Annual Yield % from dividends | 8.51 | 0.11 | 7,453% |
| Returns for 1 year | -24.40 | 9.20 | -265% |
| Returns for 3 years | -1.81 | 24.13 | -8% |
| Returns for 5 years | -24.22 | -12.43 | 195% |
| Returns for 10 years | 28.86 | 60.78 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers