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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
Aug 06, 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 Buy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. LPFAX (45M). LPFAX pays higher dividends than SMCWX: LPFAX (5.47) vs SMCWX (0.61). 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 : 16.70 vs. LPFAX (-12.04). SMCWX return over 5 years is better than : -4.28 vs. LPFAX (-12.80).
| 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 | -2.128 | 15.077 | -14% |
| Front Load | 3% | 6% | 57% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45M | 94.3B | 0% |
| Annual Yield % from dividends | 5.47 | 0.61 | 896% |
| Returns for 1 year | -12.04 | 16.70 | -72% |
| Returns for 3 years | 14.35 | 35.33 | 41% |
| Returns for 5 years | -12.80 | -4.28 | 299% |
| Returns for 10 years | N/A | 86.44 | - |
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