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LPERX vs SFCWX
LPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWX
ALPS Global Opportunity R
Price$4.43
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets61.17M
American Funds SMALLCAP World F3
Price$71.08
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.27B
LPERX vs SFCWX Comparison Chart
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LPERX vs. SFCWX commentary
Jun 07, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 75.3B vs. LPERX (61.2M). LPERX pays higher dividends than SFCWX: LPERX (16.22) vs SFCWX (0.96). LPERX was incepted earlier than SFCWX: LPERX (17 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 : 4.12 vs. LPERX (1.31). LPERX return over 5 years is better than : 31.27 vs. SFCWX (19.10).
| LPERX | SFCWX | LPERX / SFCWX | |
| Total Expense Ratio | 2.82 | 0.65 | 434% |
| Annual Report Gross Expense Ratio | 2.84 | 0.65 | 437% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 0.226 | 3.165 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.2M | 75.3B | 0% |
| Annual Yield % from dividends | 16.22 | 0.96 | 1,688% |
| Returns for 1 year | 1.31 | 4.12 | 32% |
| Returns for 3 years | 27.19 | 17.48 | 156% |
| Returns for 5 years | 31.27 | 19.10 | 164% |
| Returns for 10 years | 39.66 | N/A | - |
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