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FSFWX vs LPFAX
FSFWX vs LPFAX Comparison
Open Charts FSFWX vs LPFAX
American Funds SMALLCAP World 529-F-3
Price$74.26
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
ALPS Global Opportunity A
Price$6.85
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets59.37M
FSFWX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 79.8B vs. LPFAX (59.4M). LPFAX pays higher dividends than FSFWX: LPFAX (11.03) vs FSFWX (0.92). FSFWX was incepted earlier than LPFAX: FSFWX (5 years) vs LPFAX (7 years). LPFAX (2.72) 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 : 10.18 vs. LPFAX (7.81).
| FSFWX | LPFAX | FSFWX / LPFAX | |
| Total Expense Ratio | 0.71 | 2.72 | 26% |
| Annual Report Gross Expense Ratio | 0.71 | 2.72 | 26% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 9.758 | 6.202 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 59.4M | 134,343% |
| Annual Yield % from dividends | 0.92 | 11.03 | 8% |
| Returns for 1 year | 10.18 | 7.81 | 130% |
| Returns for 3 years | 33.99 | 48.64 | 70% |
| Returns for 5 years | N/A | 45.97 | - |
| Returns for 10 years | N/A | N/A | - |
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