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FSFWX vs LPFCX
FSFWX vs LPFCX Comparison
Open Charts FSFWX vs LPFCX
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity C
Price$5.29
Change-$0.13 (-2.40%)
VolumeN/A
Net Assets53.06M
FSFWX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. LPFCX (53.1M). LPFCX pays higher dividends than FSFWX: LPFCX (13.30) vs FSFWX (0.88). FSFWX was incepted earlier than LPFCX: FSFWX (5 years) vs LPFCX (15 years). LPFCX (2.55) is less costly to investors than FSFWX (0.71). LPFCX is a more actively managed with annual turnover of: 37.00 vs. FSFWX (32.00). 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 : 6.93 vs. LPFCX (-9.31). LPFCX return over 5 years is better than : 11.81 vs. FSFWX (7.14).
| FSFWX | LPFCX | FSFWX / LPFCX | |
| Total Expense Ratio | 0.71 | 2.46 | 29% |
| Annual Report Gross Expense Ratio | 0.71 | 2.55 | 28% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 10.245 | -3.818 | -268% |
| Front Load | N/A | N/A | - |
| 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 | 13.30 | 7% |
| Returns for 1 year | 6.93 | -9.31 | -74% |
| Returns for 3 years | 31.20 | 31.38 | 99% |
| Returns for 5 years | 7.14 | 11.81 | 60% |
| Returns for 10 years | N/A | 46.72 | - |
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