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FSWFX vs LPEIX
FSWFX vs LPEIX Comparison
Open Charts FSWFX vs LPEIX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
ALPS Global Opportunity I
Price$6.73
Change-$0.18 (-2.60%)
VolumeN/A
Net Assets55.29M
FSWFX vs LPEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. LPEIX (55.3M). LPEIX pays higher dividends than FSWFX: LPEIX (10.83) vs FSWFX (0.87). FSWFX was incepted earlier than LPEIX: FSWFX (5 years) vs LPEIX (17 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 : 5.07 vs. LPEIX (3.41).
| 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 | 17 years | - |
| Gain YTD | 3.538 | -1.029 | -344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 55.3M | 136,528% |
| Annual Yield % from dividends | 0.87 | 10.83 | 8% |
| Returns for 1 year | 5.07 | 3.41 | 149% |
| Returns for 3 years | 31.20 | 46.77 | 67% |
| Returns for 5 years | N/A | 49.24 | - |
| Returns for 10 years | N/A | 59.54 | - |
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