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FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity R
Price$4.28
Change-$0.10 (-2.28%)
VolumeN/A
Net Assets53.06M
FSFWX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. LPERX (53.1M). LPERX pays higher dividends than FSFWX: LPERX (16.40) vs FSFWX (0.88). FSFWX was incepted earlier than LPERX: FSFWX (5 years) vs LPERX (18 years). LPERX (1.98) is less costly to investors than FSFWX (0.71). LPERX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). LPERX has a lower initial minimum investment than FSFWX: LPERX (0) vs FSFWX (250). FSFWX annual gain was more profitable for investors over the last year : 7.82 vs. LPERX (-8.38). LPERX return over 5 years is better than : 13.28 vs. FSFWX (9.11).
| FSFWX | LPERX | FSFWX / LPERX | |
| Total Expense Ratio | 0.71 | 1.96 | 36% |
| Annual Report Gross Expense Ratio | 0.71 | 1.98 | 36% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 12.270 | -1.129 | -1,087% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53.1M | 154,049% |
| Annual Yield % from dividends | 0.88 | 16.40 | 5% |
| Returns for 1 year | 7.82 | -8.38 | -93% |
| Returns for 3 years | 32.18 | 32.12 | 100% |
| Returns for 5 years | 9.11 | 13.28 | 69% |
| Returns for 10 years | N/A | 49.36 | - |
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