LPERX
Price
$4.52
Change
+$0.07 (+1.57%)
Updated
Jun 26 closing price
Net Assets
56.17M
SFCWX
Price
$73.63
Change
+$0.94 (+1.29%)
Updated
Jun 26 closing price
Net Assets
76.91B
Interact to see
Advertisement

LPERX vs SFCWX

Header iconLPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWXBanner chart's image
ALPS Global Opportunity R
Price$4.52
Change+$0.07 (+1.57%)
VolumeN/A
Net Assets56.17M
American Funds SMALLCAP World F3
Price$73.63
Change+$0.94 (+1.29%)
VolumeN/A
Net Assets76.91B
LPERX vs SFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LPERX vs. SFCWX commentary
Jun 27, 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 SFCWX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.9B vs. LPERX (56.2M). LPERX pays higher dividends than SFCWX: LPERX (16.22) vs SFCWX (0.96). LPERX was incepted earlier than SFCWX: LPERX (18 years) vs SFCWX (8 years). LPERX (2.84) is less costly to investors than SFCWX (0.65). LPERX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPERX has a lower initial minimum investment than SFCWX: LPERX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 9.71 vs. LPERX (2.96). LPERX return over 5 years is better than : 39.79 vs. SFCWX (25.43).
LPERXSFCWXLPERX / SFCWX
Total Expense Ratio2.820.65434%
Annual Report Gross Expense Ratio2.840.65437%
Fund Existence18 years8 years-
Gain YTD0.4516.9466%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets56.2M76.9B0%
Annual Yield % from dividends16.220.961,688%
Returns for 1 year2.969.7130%
Returns for 3 years39.2730.53129%
Returns for 5 years39.7925.43156%
Returns for 10 years41.09N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FEGOX33.650.46
+1.39%
First Eagle Gold C
RMFAX58.080.42
+0.73%
American Funds American Mutual R1
WBVRX27.33N/A
N/A
William Blair Small Cap Value R6
AVDNX13.92N/A
N/A
Avantis® International Equity G
CAABX25.47N/A
N/A
ClearBridge Sustainability Leaders C