FSWFX
Price
$74.15
Change
+$0.37 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
LPEFX
Price
$6.91
Change
+$0.01 (+0.14%)
Updated
Jul 25 closing price
Net Assets
59.37M
Interact to see
Advertisement

FSWFX vs LPEFX

Header iconFSWFX vs LPEFX Comparison
Open Charts FSWFX vs LPEFXBanner chart's image
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
ALPS Global Opportunity I
Price$6.91
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets59.37M
FSWFX vs LPEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LPEFX (59.4M). LPEFX pays higher dividends than FSWFX: LPEFX (10.95) vs FSWFX (0.85). FSWFX was incepted earlier than LPEFX: FSWFX (5 years) vs LPEFX (18 years). LPEFX (2.72) 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 : 10.12 vs. LPEFX (7.91).
FSWFXLPEFXFSWFX / LPEFX
Total Expense Ratio0.762.7228%
Annual Report Gross Expense Ratio0.762.7228%
Fund Existence5 years18 years-
Gain YTD9.7086.308154%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets79.8B59.4M134,343%
Annual Yield % from dividends0.8510.958%
Returns for 1 year10.127.91128%
Returns for 3 years33.8148.9569%
Returns for 5 yearsN/A46.53-
Returns for 10 yearsN/A65.30-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
XTZ.X0.8998860.003838
+0.43%
Tezos cryptocurrency
NMR.X8.893363-0.018850
-0.21%
Numeraire cryptocurrency
DGB.X0.009558-0.000092
-0.95%
DigiByte cryptocurrency
POLS.X0.214323-0.007956
-3.58%
Polkastarter cryptocurrency
LINA.X0.000007-0.000031
-81.46%
Linear Finance cryptocurrency