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LPERX vs SFCWX
LPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWX
ALPS Global Opportunity R
Price$4.39
Change+$0.07 (+1.62%)
VolumeN/A
Net Assets61.05M
American Funds SMALLCAP World F3
Price$67.16
Change+$1.33 (+2.02%)
VolumeN/A
Net Assets71.33B
LPERX vs SFCWX Comparison Chart
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LPERX vs. SFCWX commentary
May 04, 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.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 71.3B vs. LPERX (61M). LPERX pays higher dividends than SFCWX: LPERX (16.58) vs SFCWX (1.02). 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). LPERX annual gain was more profitable for investors over the last year : 4.28 vs. SFCWX (1.43). LPERX return over 5 years is better than : 49.76 vs. SFCWX (32.90).
| 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 | -0.903 | -2.483 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61M | 71.3B | 0% |
| Annual Yield % from dividends | 16.58 | 1.02 | 1,621% |
| Returns for 1 year | 4.28 | 1.43 | 300% |
| Returns for 3 years | 25.18 | 9.07 | 278% |
| Returns for 5 years | 49.76 | 32.90 | 151% |
| Returns for 10 years | 40.54 | N/A | - |
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