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LPFAX vs SMCWX
LPFAX vs SMCWX Comparison
Open Charts LPFAX vs SMCWX
ALPS Global Opportunity A
Price$6.55
Change-$0.08 (-1.21%)
VolumeN/A
Net Assets55.5M
American Funds SMALLCAP World A
Price$74.99
Change-$0.81 (-1.07%)
VolumeN/A
Net Assets82.2B
LPFAX vs SMCWX Comparison Chart in %
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LPFAX vs. SMCWX commentary
Oct 08, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.2B vs. LPFAX (55.5M). LPFAX pays higher dividends than SMCWX: LPFAX (11.09) vs SMCWX (0.57). LPFAX was incepted earlier than SMCWX: LPFAX (7 years) vs SMCWX (35 years). LPFAX (2.72) is less costly to investors than SMCWX (1.04). LPFAX is a more actively managed with annual turnover of: 37.00 vs. SMCWX (32.00). SMCWX (6%) and LPFAX (6%) have equivalent initial investment costs. SMCWX has a lower initial minimum investment than LPFAX: SMCWX (250) vs LPFAX (2500). SMCWX annual gain was more profitable for investors over the last year : 8.63 vs. LPFAX (0.50). LPFAX return over 5 years is better than : 32.76 vs. SMCWX (9.93).
| LPFAX | SMCWX | LPFAX / SMCWX | |
| Total Expense Ratio | 2.72 | 1.04 | 262% |
| Annual Report Gross Expense Ratio | 2.72 | 1.04 | 262% |
| Fund Existence | 7 years | 35 years | - |
| Gain YTD | 2.791 | 11.316 | 25% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5M | 82.2B | 0% |
| Annual Yield % from dividends | 11.09 | 0.57 | 1,949% |
| Returns for 1 year | 0.50 | 8.63 | 6% |
| Returns for 3 years | 62.78 | 43.01 | 146% |
| Returns for 5 years | 32.76 | 9.93 | 330% |
| Returns for 10 years | N/A | 62.96 | - |
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