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LPFAX vs SMCWX
LPFAX vs SMCWX Comparison
Open Charts LPFAX vs SMCWX
LPFAX vs SMCWX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 44.53B. The market cap for tickers in the group ranges from 45.02M to 89.02B. SMCWX holds the highest valuation in this group at 89.02B. The lowest valued company is LPFAX at 45.02M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 3%, and the average quarterly price growth was 10%. LPFAX experienced the highest price growth at -0%, while SMCWX experienced the biggest fall at -2%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
LPFAX vs. SMCWX commentary
Sep 02, 2026
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: 89B vs. LPFAX (45M). LPFAX pays higher dividends than SMCWX: LPFAX (5.27) vs SMCWX (0.60). LPFAX was incepted earlier than SMCWX: LPFAX (8 years) vs SMCWX (36 years). LPFAX (2.02) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. LPFAX (31.00). 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 : 10.87 vs. LPFAX (-12.07). SMCWX return over 5 years is better than : -10.65 vs. LPFAX (-13.01).
| LPFAX | SMCWX | LPFAX / SMCWX | |
| Total Expense Ratio | 2.02 | 1.03 | 196% |
| Annual Report Gross Expense Ratio | 2.02 | 1.03 | 196% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | -0.532 | 11.939 | -4% |
| Front Load | 3% | 6% | 57% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45M | 89B | 0% |
| Annual Yield % from dividends | 5.27 | 0.60 | 885% |
| Returns for 1 year | -12.07 | 10.87 | -111% |
| Returns for 3 years | 16.41 | 33.30 | 49% |
| Returns for 5 years | -13.01 | -10.65 | 122% |
| Returns for 10 years | N/A | 79.49 | - |
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