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FSFWX vs LPFAX
FSFWX vs LPFAX Comparison
Open Charts FSFWX vs LPFAX
American Funds SMALLCAP World 529-F-3
Price$78.54
Change+$0.57 (+0.73%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity A
Price$5.68
Change+$0.02 (+0.35%)
VolumeN/A
Net Assets52.74M
FSFWX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. LPFAX (52.7M). LPFAX pays higher dividends than FSFWX: LPFAX (11.53) vs FSFWX (0.86). FSFWX was incepted earlier than LPFAX: FSFWX (5 years) vs LPFAX (8 years). LPFAX (1.86) is less costly to investors than FSFWX (0.71). LPFAX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than LPFAX: FSFWX (250) vs LPFAX (2500). FSFWX annual gain was more profitable for investors over the last year : 9.38 vs. LPFAX (-15.48). LPFAX return over 5 years is better than : 7.57 vs. FSFWX (4.39).
| FSFWX | LPFAX | FSFWX / LPFAX | |
| Total Expense Ratio | 0.71 | 1.86 | 38% |
| Annual Report Gross Expense Ratio | 0.71 | 1.86 | 38% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 16.084 | -11.938 | -135% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.7M | 156,167% |
| Annual Yield % from dividends | 0.86 | 11.53 | 7% |
| Returns for 1 year | 9.38 | -15.48 | -61% |
| Returns for 3 years | 37.67 | 24.63 | 153% |
| Returns for 5 years | 4.39 | 7.57 | 58% |
| Returns for 10 years | N/A | N/A | - |
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