Interact to see
Advertisement
Advertisement
FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$78.41
Change+$0.56 (+0.72%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity I
Price$5.73
Change+$0.02 (+0.35%)
VolumeN/A
Net Assets52.54M
FSWFX vs LPEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. LPEFX (52.5M). LPEFX pays higher dividends than FSWFX: LPEFX (11.44) vs FSWFX (0.80). FSWFX was incepted earlier than LPEFX: FSWFX (5 years) vs LPEFX (18 years). LPEFX (1.86) is less costly to investors than FSWFX (0.76). LPEFX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPEFX: FSWFX (250) vs LPEFX (2500). FSWFX annual gain was more profitable for investors over the last year : 9.32 vs. LPEFX (-15.36). LPEFX return over 5 years is better than : 7.88 vs. FSWFX (4.09).
| FSWFX | LPEFX | FSWFX / LPEFX | |
| Total Expense Ratio | 0.76 | 1.86 | 41% |
| Annual Report Gross Expense Ratio | 0.76 | 1.86 | 41% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 16.011 | -11.846 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.5M | 156,762% |
| Annual Yield % from dividends | 0.80 | 11.44 | 7% |
| Returns for 1 year | 9.32 | -15.36 | -61% |
| Returns for 3 years | 37.49 | 24.89 | 151% |
| Returns for 5 years | 4.09 | 7.88 | 52% |
| Returns for 10 years | N/A | 53.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FYC | 99.82 | 1.31 | +1.33% |
| First Trust Small Cap Gr AlphaDEX® ETF | |||
| KMLM | 27.01 | 0.24 | +0.90% |
| KraneShares Mount LucasMgdFutsIdxStgyETF | |||
| IWV | 392.00 | 1.17 | +0.30% |
| iShares Russell 3000 ETF | |||
| HYSA | 15.22 | 0.04 | +0.29% |
| BondBloxx USD High Yld Bd Sect Rot ETF | |||
| TEK | 31.29 | -0.27 | -0.84% |
| iShares Technology Opportunities Active ETF | |||