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LPFCX vs SMCWX
LPFCX vs SMCWX Comparison
Open Charts LPFCX vs SMCWX
LPFCX vs SMCWX Comparison Chart in %
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LPFCX vs. SMCWX commentary
Jun 24, 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 LPFCX is a Hold and SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. LPFCX (43.1M). LPFCX pays higher dividends than SMCWX: LPFCX (6.51) vs SMCWX (0.63). LPFCX was incepted earlier than SMCWX: LPFCX (16 years) vs SMCWX (36 years). LPFCX (2.71) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. LPFCX (31.00). SMCWX has a lower initial minimum investment than LPFCX: SMCWX (250) vs LPFCX (2500). SMCWX annual gain was more profitable for investors over the last year : 23.85 vs. LPFCX (-14.88). SMCWX return over 5 years is better than : -0.98 vs. LPFCX (-17.75).
| LPFCX | SMCWX | LPFCX / SMCWX | |
| Total Expense Ratio | 2.62 | 1.03 | 254% |
| Annual Report Gross Expense Ratio | 2.71 | 1.03 | 263% |
| Fund Existence | 16 years | 36 years | - |
| Gain YTD | -7.312 | 16.837 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 91.5B | 0% |
| Annual Yield % from dividends | 6.51 | 0.63 | 1,040% |
| Returns for 1 year | -14.88 | 23.85 | -62% |
| Returns for 3 years | 9.88 | 42.79 | 23% |
| Returns for 5 years | -17.75 | -0.98 | 1,816% |
| Returns for 10 years | 39.68 | 105.31 | 38% |
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