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LPERX vs SFCWX
LPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWX
ALPS Global Opportunity R
Price$5.42
Change-$0.03 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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LPERX vs SFCWX Comparison Chart
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LPERX vs. SFCWX commentary
Sep 21, 2024
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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.8B vs. LPERX (67.6M). LPERX pays higher dividends than SFCWX: LPERX (7.20) vs SFCWX (0.95). LPERX was incepted earlier than SFCWX: LPERX (17 years) vs SFCWX (8 years). SFCWX is a more actively managed with annual turnover of: 29.00 vs. LPERX (21.00). LPERX has a lower initial minimum investment than SFCWX: LPERX (0) vs SFCWX (1000000). LPERX annual gain was more profitable for investors over the last year : 28.70 vs. SFCWX (16.08). SFCWX return over 5 years is better than : 25.62 vs. LPERX (20.88).
| LPERX | SFCWX | LPERX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 15.584 | 4.874 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.6M | 76.8B | 0% |
| Annual Yield % from dividends | 7.20 | 0.95 | 760% |
| Returns for 1 year | 28.70 | 16.08 | 178% |
| Returns for 3 years | -5.17 | -23.91 | 22% |
| Returns for 5 years | 20.88 | 25.62 | 82% |
| Returns for 10 years | 55.63 | N/A | - |
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