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$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
ALPS Global Opportunity I
Price$6.74
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.91M
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: 79.1B vs. LPEFX (57.9M). 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 : 10.68 vs. LPEFX (7.07).
| FSWFX | LPEFX | FSWFX / LPEFX | |
| Total Expense Ratio | 0.76 | 2.72 | 28% |
| Annual Report Gross Expense Ratio | 0.76 | 2.72 | 28% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.746 | 3.692 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 57.9M | 136,615% |
| Annual Yield % from dividends | 0.85 | 10.95 | 8% |
| Returns for 1 year | 10.68 | 7.07 | 151% |
| Returns for 3 years | 36.18 | 50.82 | 71% |
| Returns for 5 years | N/A | 49.70 | - |
| Returns for 10 years | N/A | 64.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers