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FSFWX vs LPFCX
FSFWX vs LPFCX Comparison
Open Charts FSFWX vs LPFCX
American Funds SMALLCAP World 529-F-3
Price$77.18
Change+$1.39 (+1.83%)
VolumeN/A
Net Assets82.43B
ALPS Global Opportunity C
Price$4.42
Change-$1.11 (-20.07%)
VolumeN/A
Net Assets49.56M
FSFWX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.4B vs. LPFCX (49.6M). LPFCX pays higher dividends than FSFWX: LPFCX (6.22) vs FSFWX (0.98). FSFWX was incepted earlier than LPFCX: FSFWX (5 years) vs LPFCX (16 years). LPFCX (2.55) is less costly to investors than FSFWX (0.70). FSFWX is a more actively managed with annual turnover of: 41.00 vs. LPFCX (31.00). FSFWX has a lower initial minimum investment than LPFCX: FSFWX (250) vs LPFCX (2500). FSFWX annual gain was more profitable for investors over the last year : 13.70 vs. LPFCX (-18.46). FSFWX return over 5 years is better than : -5.83 vs. LPFCX (-7.39).
| FSFWX | LPFCX | FSFWX / LPFCX | |
| Total Expense Ratio | 0.70 | 2.46 | 28% |
| Annual Report Gross Expense Ratio | 0.70 | 2.55 | 27% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 4.807 | -4.946 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 49.6M | 166,129% |
| Annual Yield % from dividends | 0.98 | 6.22 | 16% |
| Returns for 1 year | 13.70 | -18.46 | -74% |
| Returns for 3 years | 25.63 | 9.83 | 261% |
| Returns for 5 years | -5.83 | -7.39 | 79% |
| Returns for 10 years | N/A | 50.49 | - |
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