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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
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).
| 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 | 9.708 | 6.618 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 59.4M | 134,343% |
| Annual Yield % from dividends | 0.85 | 10.52 | 8% |
| Returns for 1 year | 10.12 | 8.53 | 119% |
| Returns for 3 years | 33.81 | 50.80 | 67% |
| Returns for 5 years | N/A | 49.46 | - |
| Returns for 10 years | N/A | 71.12 | - |