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FSFWX vs LPFAX
FSFWX vs LPFAX Comparison
Open Charts FSFWX vs LPFAX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity A
Price$6.24
Change-$0.16 (-2.50%)
VolumeN/A
Net Assets53.06M
FSFWX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. LPFAX (53.1M). LPFAX pays higher dividends than FSFWX: LPFAX (11.46) vs FSFWX (0.88). FSFWX was incepted earlier than LPFAX: FSFWX (5 years) vs LPFAX (7 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 : 7.82 vs. LPFAX (-6.44). LPFAX return over 5 years is better than : 21.38 vs. FSFWX (9.11).
| 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 | 7 years | - |
| Gain YTD | 12.270 | -0.775 | -1,583% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53.1M | 154,049% |
| Annual Yield % from dividends | 0.88 | 11.46 | 8% |
| Returns for 1 year | 7.82 | -6.44 | -122% |
| Returns for 3 years | 32.18 | 35.38 | 91% |
| Returns for 5 years | 9.11 | 21.38 | 43% |
| Returns for 10 years | N/A | N/A | - |
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