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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
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$6.71
Change+$0.07 (+1.05%)
VolumeN/A
Net Assets52.08M
FSWFX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. LPEIX (52.1M). LPEIX pays higher dividends than FSWFX: LPEIX (10.99) vs FSWFX (0.80). 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 : 6.88 vs. LPEIX (-9.71). LPEIX return over 5 years is better than : 15.91 vs. FSWFX (3.85).
| 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 | 13.259 | -2.647 | -501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.1M | 157,965% |
| Annual Yield % from dividends | 0.80 | 10.99 | 7% |
| Returns for 1 year | 6.88 | -9.71 | -71% |
| Returns for 3 years | 31.43 | 35.52 | 88% |
| Returns for 5 years | 3.85 | 15.91 | 24% |
| Returns for 10 years | N/A | 68.59 | - |
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