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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity R
Price$4.28
Change-$0.10 (-2.28%)
VolumeN/A
Net Assets53.06M
FSWFX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. LPERX (53.1M). LPERX pays higher dividends than FSWFX: LPERX (16.40) vs FSWFX (0.81). FSWFX was incepted earlier than LPERX: FSWFX (5 years) vs LPERX (18 years). LPERX (1.98) 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 : 7.77 vs. LPERX (-8.38). LPERX return over 5 years is better than : 13.28 vs. FSWFX (8.80).
| FSWFX | LPERX | FSWFX / LPERX | |
| Total Expense Ratio | 0.76 | 1.96 | 39% |
| Annual Report Gross Expense Ratio | 0.76 | 1.98 | 38% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 12.209 | -1.129 | -1,082% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53.1M | 154,049% |
| Annual Yield % from dividends | 0.81 | 16.40 | 5% |
| Returns for 1 year | 7.77 | -8.38 | -93% |
| Returns for 3 years | 32.01 | 32.12 | 100% |
| Returns for 5 years | 8.80 | 13.28 | 66% |
| Returns for 10 years | N/A | 49.36 | - |
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