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LPFAX vs SFCWX
LPFAX vs SFCWX Comparison
Open Charts LPFAX vs SFCWX
ALPS Global Opportunity A
Price$6.39
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets60.94M
American Funds SMALLCAP World F3
Price$69.22
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
LPFAX vs SFCWX Comparison Chart
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LPFAX vs. SFCWX commentary
May 23, 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 73.3B vs. LPFAX (60.9M). LPFAX pays higher dividends than SFCWX: LPFAX (11.58) vs SFCWX (1.02). 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 : 2.93 vs. SFCWX (1.40). LPFAX return over 5 years is better than : 56.99 vs. SFCWX (24.66).
| 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 | -0.620 | 0.508 | -122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 73.3B | 0% |
| Annual Yield % from dividends | 11.58 | 1.02 | 1,132% |
| Returns for 1 year | 2.93 | 1.40 | 209% |
| Returns for 3 years | 32.03 | 17.80 | 180% |
| Returns for 5 years | 56.99 | 24.66 | 231% |
| Returns for 10 years | N/A | N/A | - |
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