Interact to see
Advertisement
Advertisement
LPFAX vs SMCWX
LPFAX vs SMCWX Comparison
Open Charts LPFAX vs SMCWX
ALPS Global Opportunity A
Price$6.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets57.44M
American Funds SMALLCAP World A
Price$75.62
Change-$0.26 (-0.34%)
VolumeN/A
Net Assets81.91B
LPFAX vs SMCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LPFAX vs. SMCWX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.9B vs. LPFAX (57.4M). LPFAX pays higher dividends than SMCWX: LPFAX (10.88) 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 : 9.52 vs. LPFAX (1.88). LPFAX return over 5 years is better than : 38.43 vs. SMCWX (16.54).
| 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 | 4.341 | 12.251 | 35% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.4M | 81.9B | 0% |
| Annual Yield % from dividends | 10.88 | 0.57 | 1,899% |
| Returns for 1 year | 1.88 | 9.52 | 20% |
| Returns for 3 years | 52.80 | 37.31 | 142% |
| Returns for 5 years | 38.43 | 16.54 | 232% |
| Returns for 10 years | N/A | 61.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement