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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity I
Price$6.28
Change-$0.16 (-2.48%)
VolumeN/A
Net Assets53.06M
FSWFX vs LPEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. LPEFX (53.1M). LPEFX pays higher dividends than FSWFX: LPEFX (11.37) vs FSWFX (0.81). 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 : 7.77 vs. LPEFX (-6.54). LPEFX return over 5 years is better than : 21.41 vs. FSWFX (8.80).
| 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 | 12.209 | -0.923 | -1,323% |
| 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 | 0.81 | 11.37 | 7% |
| Returns for 1 year | 7.77 | -6.54 | -119% |
| Returns for 3 years | 32.01 | 35.35 | 91% |
| Returns for 5 years | 8.80 | 21.41 | 41% |
| Returns for 10 years | N/A | 67.38 | - |
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