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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
ALPS Global Opportunity R
Price$4.59
Change+$0.04 (+0.88%)
VolumeN/A
Net Assets57.91M
FSWFX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. LPERX (57.9M). LPERX pays higher dividends than FSWFX: LPERX (15.79) vs FSWFX (0.85). FSWFX was incepted earlier than LPERX: FSWFX (5 years) vs LPERX (18 years). LPERX (2.84) is less costly to investors than FSWFX (0.76). LPERX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). LPERX has a lower initial minimum investment than FSWFX: LPERX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. LPERX (4.94).
| FSWFX | LPERX | FSWFX / LPERX | |
| Total Expense Ratio | 0.76 | 2.82 | 27% |
| Annual Report Gross Expense Ratio | 0.76 | 2.84 | 27% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.746 | 3.612 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 57.9M | 136,615% |
| Annual Yield % from dividends | 0.85 | 15.79 | 5% |
| Returns for 1 year | 10.68 | 4.94 | 216% |
| Returns for 3 years | 36.18 | 47.33 | 76% |
| Returns for 5 years | N/A | 39.54 | - |
| Returns for 10 years | N/A | 46.94 | - |
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