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FSWFX vs LPEFX
FSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFX
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity I
Price$6.39
Change+$0.07 (+1.11%)
VolumeN/A
Net Assets52.08M
FSWFX vs LPEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. LPEFX (52.1M). 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 : 6.88 vs. LPEFX (-10.07). LPEFX return over 5 years is better than : 13.75 vs. FSWFX (3.85).
| 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 | 13.259 | -2.923 | -454% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.1M | 157,965% |
| Annual Yield % from dividends | 0.80 | 11.44 | 7% |
| Returns for 1 year | 6.88 | -10.07 | -68% |
| Returns for 3 years | 31.43 | 34.05 | 92% |
| Returns for 5 years | 3.85 | 13.75 | 28% |
| Returns for 10 years | N/A | 63.02 | - |
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