Interact to see
Advertisement
Advertisement
FGPGX vs LSPAX
FGPGX vs LSPAX Comparison
Open Charts FGPGX vs LSPAX
American Funds Growth Portfolio 529-F-2
Price$29.82
Change-$0.59 (-1.94%)
VolumeN/A
Net Assets24.95B
LoCorr Spectrum Income A
Price$5.41
Change-$0.03 (-0.55%)
VolumeN/A
Net Assets71.39M
FGPGX vs LSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FGPGX has more cash in the bank: 24.9B vs. LSPAX (71.4M). LSPAX pays higher dividends than FGPGX: LSPAX (8.67) vs FGPGX (0.56). FGPGX was incepted earlier than LSPAX: FGPGX (5 years) vs LSPAX (12 years). LSPAX (3.89) is less costly to investors than FGPGX (0.50). FGPGX has a lower initial minimum investment than LSPAX: FGPGX (250) vs LSPAX (2500). FGPGX annual gain was more profitable for investors over the last year : 11.87 vs. LSPAX (8.25). LSPAX (43.42) and FGPGX (41.64) have equivalent 5 years return.
| FGPGX | LSPAX | FGPGX / LSPAX | |
| Total Expense Ratio | 0.50 | 3.86 | 13% |
| Annual Report Gross Expense Ratio | 0.50 | 3.89 | 13% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 19.913 | 8.326 | 239% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 71.4M | 34,874% |
| Annual Yield % from dividends | 0.56 | 8.67 | 6% |
| Returns for 1 year | 11.87 | 8.25 | 144% |
| Returns for 3 years | 54.09 | 16.98 | 319% |
| Returns for 5 years | 41.64 | 43.42 | 96% |
| Returns for 10 years | N/A | 47.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement