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LPFAX vs SFCWX
LPFAX vs SFCWX Comparison
Open Charts LPFAX vs SFCWX
ALPS Global Opportunity A
Price$6.72
Change-$0.05 (-0.74%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F3
Price$75.68
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
LPFAX vs SFCWX Comparison Chart in %
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LPFAX vs. SFCWX commentary
Aug 17, 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: 80.3B vs. LPFAX (57.8M). LPFAX pays higher dividends than SFCWX: LPFAX (10.99) vs SFCWX (0.94). LPFAX was incepted earlier than SFCWX: LPFAX (7 years) vs SFCWX (9 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). SFCWX annual gain was more profitable for investors over the last year : 10.67 vs. LPFAX (5.02). LPFAX return over 5 years is better than : 38.43 vs. SFCWX (17.32).
| 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 | 9 years | - |
| Gain YTD | 4.186 | 9.923 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.99 | 0.94 | 1,170% |
| Returns for 1 year | 5.02 | 10.67 | 47% |
| Returns for 3 years | 35.79 | 22.71 | 158% |
| Returns for 5 years | 38.43 | 17.32 | 222% |
| Returns for 10 years | N/A | N/A | - |
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