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LPFAX vs SMCWX
LPFAX vs SMCWX Comparison
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LPFAX vs SMCWX Comparison Chart in %
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LPFAX vs. SMCWX commentary
Jul 16, 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: 94.3B vs. LPFAX (42.8M). LPFAX pays higher dividends than SMCWX: LPFAX (5.70) vs SMCWX (0.58). 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 : 16.16 vs. LPFAX (-16.91). SMCWX return over 5 years is better than : -1.89 vs. LPFAX (-12.16).
| 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 | -7.270 | 13.099 | -55% |
| Front Load | 3% | 6% | 57% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 94.3B | 0% |
| Annual Yield % from dividends | 5.70 | 0.58 | 991% |
| Returns for 1 year | -16.91 | 16.16 | -105% |
| Returns for 3 years | 7.80 | 31.27 | 25% |
| Returns for 5 years | -12.16 | -1.89 | 644% |
| Returns for 10 years | N/A | 89.39 | - |
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