FSWFX
Price
$73.50
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
LPERX
Price
$4.59
Change
+$0.04 (+0.88%)
Updated
Jul 3 closing price
Net Assets
57.91M
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FSWFX vs LPERX

Header iconFSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERXBanner chart's image
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).
FSWFXLPERXFSWFX / LPERX
Total Expense Ratio0.762.8227%
Annual Report Gross Expense Ratio0.762.8427%
Fund Existence5 years18 years-
Gain YTD8.7463.612242%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets79.1B57.9M136,615%
Annual Yield % from dividends0.8515.795%
Returns for 1 year10.684.94216%
Returns for 3 years36.1847.3376%
Returns for 5 yearsN/A39.54-
Returns for 10 yearsN/A46.94-
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