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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
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$7.07
Change+$0.06 (+0.86%)
VolumeN/A
Net Assets57.91M
FSWFX vs LPEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. LPEIX (57.9M). 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 : 10.68 vs. LPEIX (7.59).
| FSWFX | LPEIX | FSWFX / LPEIX | |
| Total Expense Ratio | 0.76 | 2.32 | 33% |
| Annual Report Gross Expense Ratio | 0.76 | 2.39 | 32% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.746 | 3.971 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 57.9M | 136,615% |
| Annual Yield % from dividends | 0.85 | 10.52 | 8% |
| Returns for 1 year | 10.68 | 7.59 | 141% |
| Returns for 3 years | 36.18 | 52.76 | 69% |
| Returns for 5 years | N/A | 52.76 | - |
| Returns for 10 years | N/A | 70.43 | - |