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FSFWX vs LPEFX
FSFWX vs LPEFX Comparison
Open Charts FSFWX vs LPEFX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
ALPS Global Opportunity I
Price$6.91
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets59.37M
FSFWX vs LPEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. LPEFX (59.4M). LPEFX pays higher dividends than FSFWX: LPEFX (10.95) vs FSFWX (0.92). FSFWX was incepted earlier than LPEFX: FSFWX (5 years) vs LPEFX (18 years). LPEFX (2.72) 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 : 10.18 vs. LPEFX (7.91).
| FSFWX | LPEFX | FSFWX / LPEFX | |
| Total Expense Ratio | 0.71 | 2.72 | 26% |
| Annual Report Gross Expense Ratio | 0.71 | 2.72 | 26% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.758 | 6.308 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 59.4M | 134,343% |
| Annual Yield % from dividends | 0.92 | 10.95 | 8% |
| Returns for 1 year | 10.18 | 7.91 | 129% |
| Returns for 3 years | 33.99 | 48.95 | 69% |
| Returns for 5 years | N/A | 46.53 | - |
| Returns for 10 years | N/A | 65.30 | - |
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