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LPFAX vs SFCWX
LPFAX vs SFCWX Comparison
Open Charts LPFAX vs SFCWX
ALPS Global Opportunity A
Price$6.37
Change-$0.17 (-2.60%)
VolumeN/A
Net Assets61.87M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets76.67B
LPFAX vs SFCWX Comparison Chart
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LPFAX vs. SFCWX commentary
Jun 14, 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 LPFAX is a Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 76.7B vs. LPFAX (61.9M). LPFAX pays higher dividends than SFCWX: LPFAX (11.34) vs SFCWX (0.96). LPFAX was incepted earlier than SFCWX: LPFAX (7 years) vs SFCWX (8 years). LPFAX (2.72) is less costly to investors than SFCWX (0.65). LPFAX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPFAX has a lower initial minimum investment than SFCWX: LPFAX (2500) vs SFCWX (1000000). LPFAX annual gain was more profitable for investors over the last year : 5.47 vs. SFCWX (5.16). LPFAX return over 5 years is better than : 49.92 vs. SFCWX (24.19).
| LPFAX | SFCWX | LPFAX / SFCWX | |
| Total Expense Ratio | 2.72 | 0.65 | 418% |
| Annual Report Gross Expense Ratio | 2.72 | 0.65 | 418% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 1.395 | 3.557 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 76.7B | 0% |
| Annual Yield % from dividends | 11.34 | 0.96 | 1,180% |
| Returns for 1 year | 5.47 | 5.16 | 106% |
| Returns for 3 years | 49.06 | 31.15 | 157% |
| Returns for 5 years | 49.92 | 24.19 | 206% |
| Returns for 10 years | N/A | N/A | - |
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