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FSFWX vs LPEIX
FSFWX vs LPEIX Comparison
Open Charts FSFWX vs LPEIX
American Funds SMALLCAP World 529-F-3
Price$77.01
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity I
Price$6.71
Change+$0.07 (+1.05%)
VolumeN/A
Net Assets52.08M
FSFWX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. LPEIX (52.1M). LPEIX pays higher dividends than FSFWX: LPEIX (10.99) vs FSFWX (0.86). FSFWX was incepted earlier than LPEIX: FSFWX (5 years) vs LPEIX (18 years). LPEIX (1.53) is less costly to investors than FSFWX (0.71). LPEIX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than LPEIX: FSFWX (250) vs LPEIX (100000). FSFWX annual gain was more profitable for investors over the last year : 6.94 vs. LPEIX (-9.71). LPEIX return over 5 years is better than : 15.91 vs. FSFWX (4.14).
| FSFWX | LPEIX | FSFWX / LPEIX | |
| Total Expense Ratio | 0.71 | 1.46 | 49% |
| Annual Report Gross Expense Ratio | 0.71 | 1.53 | 46% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 13.320 | -2.647 | -503% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.1M | 157,965% |
| Annual Yield % from dividends | 0.86 | 10.99 | 8% |
| Returns for 1 year | 6.94 | -9.71 | -71% |
| Returns for 3 years | 31.60 | 35.52 | 89% |
| Returns for 5 years | 4.14 | 15.91 | 26% |
| Returns for 10 years | N/A | 68.59 | - |
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