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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
American Funds SMALLCAP World 529-F-2
Price$75.84
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.6B
ALPS Global Opportunity I
Price$6.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets53.04M
FSWFX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.6B vs. LPEIX (53M). LPEIX pays higher dividends than FSWFX: LPEIX (10.94) vs FSWFX (0.81). FSWFX was incepted earlier than LPEIX: FSWFX (5 years) vs LPEIX (18 years). LPEIX (1.53) is less costly to investors than FSWFX (0.76). LPEIX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPEIX: FSWFX (250) vs LPEIX (100000). FSWFX annual gain was more profitable for investors over the last year : 7.77 vs. LPEIX (-6.06). LPEIX return over 5 years is better than : 23.83 vs. FSWFX (8.80).
| FSWFX | LPEIX | FSWFX / LPEIX | |
| Total Expense Ratio | 0.76 | 1.46 | 52% |
| Annual Report Gross Expense Ratio | 0.76 | 1.53 | 50% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 12.209 | -0.588 | -2,075% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6B | 53M | 153,962% |
| Annual Yield % from dividends | 0.81 | 10.94 | 7% |
| Returns for 1 year | 7.77 | -6.06 | -128% |
| Returns for 3 years | 32.01 | 36.95 | 87% |
| Returns for 5 years | 8.80 | 23.83 | 37% |
| Returns for 10 years | N/A | 73.45 | - |
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