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FSFWX vs LPEFX
FSFWX vs LPEFX Comparison
Open Charts FSFWX vs LPEFX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity I
Price$6.28
Change-$0.16 (-2.48%)
VolumeN/A
Net Assets53.06M
FSFWX vs LPEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. LPEFX (53.1M). LPEFX pays higher dividends than FSFWX: LPEFX (11.37) vs FSFWX (0.88). FSFWX was incepted earlier than LPEFX: FSFWX (5 years) vs LPEFX (18 years). LPEFX (1.86) is less costly to investors than FSFWX (0.71). LPEFX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than LPEFX: FSFWX (250) vs LPEFX (2500). FSFWX annual gain was more profitable for investors over the last year : 6.93 vs. LPEFX (-8.14). LPEFX return over 5 years is better than : 18.39 vs. FSFWX (7.14).
| FSFWX | LPEFX | FSFWX / LPEFX | |
| Total Expense Ratio | 0.71 | 1.86 | 38% |
| Annual Report Gross Expense Ratio | 0.71 | 1.86 | 38% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 10.245 | -3.385 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53.1M | 154,049% |
| Annual Yield % from dividends | 0.88 | 11.37 | 8% |
| Returns for 1 year | 6.93 | -8.14 | -85% |
| Returns for 3 years | 31.20 | 34.88 | 89% |
| Returns for 5 years | 7.14 | 18.39 | 39% |
| Returns for 10 years | N/A | 62.73 | - |
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