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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
ALPS Global Opportunity R
Price$4.37
Change-$0.12 (-2.67%)
VolumeN/A
Net Assets55.29M
FSWFX vs LPERX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. LPERX (55.3M). LPERX pays higher dividends than FSWFX: LPERX (16.22) vs FSWFX (0.87). FSWFX was incepted earlier than LPERX: FSWFX (5 years) vs LPERX (17 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 : 5.07 vs. LPERX (0.70).
| 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 | 17 years | - |
| Gain YTD | 3.538 | -1.354 | -261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 55.3M | 136,528% |
| Annual Yield % from dividends | 0.87 | 16.22 | 5% |
| Returns for 1 year | 5.07 | 0.70 | 721% |
| Returns for 3 years | 31.20 | 41.72 | 75% |
| Returns for 5 years | N/A | 36.43 | - |
| Returns for 10 years | N/A | 37.45 | - |
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