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FGPGX vs LSPIX
FGPGX vs LSPIX Comparison
Open Charts FGPGX vs LSPIX
American Funds Growth Portfolio 529-F-2
Price$29.24
Change-$0.86 (-2.86%)
VolumeN/A
Net Assets25.13B
LoCorr Spectrum Income I
Price$5.62
Change+$0.32 (+6.04%)
VolumeN/A
Net Assets70.87M
FGPGX vs LSPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGPGX has more cash in the bank: 25.1B vs. LSPIX (70.9M). LSPIX pays higher dividends than FGPGX: LSPIX (8.57) vs FGPGX (0.56). FGPGX was incepted earlier than LSPIX: FGPGX (5 years) vs LSPIX (12 years). LSPIX (3.64) is less costly to investors than FGPGX (0.49). FGPGX has a lower initial minimum investment than LSPIX: FGPGX (250) vs LSPIX (100000). FGPGX annual gain was more profitable for investors over the last year : 12.06 vs. LSPIX (9.41). LSPIX return over 5 years is better than : 28.26 vs. FGPGX (24.79).
| FGPGX | LSPIX | FGPGX / LSPIX | |
| Total Expense Ratio | 0.49 | 3.61 | 14% |
| Annual Report Gross Expense Ratio | 0.49 | 3.64 | 13% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.141 | 4.998 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 70.9M | 35,402% |
| Annual Yield % from dividends | 0.56 | 8.57 | 6% |
| Returns for 1 year | 12.06 | 9.41 | 128% |
| Returns for 3 years | 53.55 | 24.06 | 223% |
| Returns for 5 years | 24.79 | 28.26 | 88% |
| Returns for 10 years | N/A | 72.26 | - |
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