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FSFWX vs LPERX
FSFWX vs LPERX Comparison
Open Charts FSFWX vs LPERX
American Funds SMALLCAP World 529-F-3
Price$77.01
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity R
Price$4.35
Change+$0.05 (+1.16%)
VolumeN/A
Net Assets51.57M
FSFWX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. LPERX (51.6M). LPERX pays higher dividends than FSFWX: LPERX (16.51) vs FSFWX (0.86). 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 : 6.94 vs. LPERX (-12.01). LPERX return over 5 years is better than : 6.04 vs. FSFWX (4.14).
| 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 | 13.320 | -3.160 | -421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 51.6M | 159,496% |
| Annual Yield % from dividends | 0.86 | 16.51 | 5% |
| Returns for 1 year | 6.94 | -12.01 | -58% |
| Returns for 3 years | 31.60 | 30.67 | 103% |
| Returns for 5 years | 4.14 | 6.04 | 69% |
| Returns for 10 years | N/A | 45.54 | - |
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