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LPERX vs SCWFX
LPERX vs SCWFX Comparison
Open Charts LPERX vs SCWFX
ALPS Global Opportunity R
Price$4.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.78M
American Funds SMALLCAP World F1
Price$65.10
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets71.85B
LPERX vs SCWFX Comparison Chart
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LPERX vs. SCWFX commentary
May 11, 2025
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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 71.8B vs. LPERX (60.8M). LPERX pays higher dividends than SCWFX: LPERX (16.58) vs SCWFX (0.58). LPERX was incepted earlier than SCWFX: LPERX (17 years) vs SCWFX (24 years). LPERX (2.84) is less costly to investors than SCWFX (1.08). LPERX is a more actively managed with annual turnover of: 37.00 vs. SCWFX (32.00). LPERX has a lower initial minimum investment than SCWFX: LPERX (0) vs SCWFX (250). LPERX annual gain was more profitable for investors over the last year : 1.95 vs. SCWFX (-0.44). LPERX return over 5 years is better than : 46.44 vs. SCWFX (23.80).
| LPERX | SCWFX | LPERX / SCWFX | |
| Total Expense Ratio | 2.82 | 1.08 | 261% |
| Annual Report Gross Expense Ratio | 2.84 | 1.08 | 263% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -1.129 | -1.795 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 71.8B | 0% |
| Annual Yield % from dividends | 16.58 | 0.58 | 2,865% |
| Returns for 1 year | 1.95 | -0.44 | -439% |
| Returns for 3 years | 32.76 | 18.37 | 178% |
| Returns for 5 years | 46.44 | 23.80 | 195% |
| Returns for 10 years | 38.87 | 33.98 | 114% |
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