FSWFX
Price
$74.15
Change
+$0.37 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
LPEIX
Price
$7.25
Change
+$0.01 (+0.14%)
Updated
Jul 25 closing price
Net Assets
59.37M
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FSWFX vs LPEIX

Header iconFSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIXBanner 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$7.25
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets59.37M
FSWFX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LPEIX (59.4M). LPEIX pays higher dividends than FSWFX: LPEIX (10.52) vs FSWFX (0.85). FSWFX was incepted earlier than LPEIX: FSWFX (5 years) vs LPEIX (18 years). LPEIX (2.39) 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 : 10.12 vs. LPEIX (8.53).
FSWFXLPEIXFSWFX / LPEIX
Total Expense Ratio0.762.3233%
Annual Report Gross Expense Ratio0.762.3932%
Fund Existence5 years18 years-
Gain YTD9.7086.618147%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets79.8B59.4M134,343%
Annual Yield % from dividends0.8510.528%
Returns for 1 year10.128.53119%
Returns for 3 years33.8150.8067%
Returns for 5 yearsN/A49.46-
Returns for 10 yearsN/A71.12-
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