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LPFAX vs SMCWX
LPFAX vs SMCWX Comparison
Open Charts LPFAX vs SMCWX
ALPS Global Opportunity A
Price$6.08
Change+$0.03 (+0.50%)
VolumeN/A
Net Assets50.07M
American Funds SMALLCAP World A
Price$72.86
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
LPFAX vs SMCWX Comparison Chart in %
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LPFAX vs. SMCWX commentary
Nov 20, 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: 78.9B vs. LPFAX (50.1M). LPFAX pays higher dividends than SMCWX: LPFAX (11.46) vs SMCWX (0.57). LPFAX was incepted earlier than SMCWX: LPFAX (7 years) vs SMCWX (36 years). LPFAX (1.86) 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 initial investment is less costly to investors than LPFAX (3%) vs LPFAX (3%). 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 : 5.98 vs. LPFAX (-11.09). LPFAX return over 5 years is better than : 12.54 vs. SMCWX (1.75).
| LPFAX | SMCWX | LPFAX / SMCWX | |
| Total Expense Ratio | 1.86 | 1.04 | 179% |
| Annual Report Gross Expense Ratio | 1.86 | 1.04 | 179% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | -6.202 | 8.154 | -76% |
| Front Load | 3% | 6% | 57% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 78.9B | 0% |
| Annual Yield % from dividends | 11.46 | 0.57 | 2,026% |
| Returns for 1 year | -11.09 | 5.98 | -185% |
| Returns for 3 years | 32.25 | 29.35 | 110% |
| Returns for 5 years | 12.54 | 1.75 | 718% |
| Returns for 10 years | N/A | 56.75 | - |
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