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FSWFX vs LPERX
FSWFX vs LPERX Comparison
Open Charts FSWFX vs LPERX
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
ALPS Global Opportunity R
Price$4.71
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets59.37M
FSWFX vs LPERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. LPERX (59.4M). 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 : 10.12 vs. LPERX (6.00).
| 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 | 9.708 | 6.321 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 59.4M | 134,343% |
| Annual Yield % from dividends | 0.85 | 15.79 | 5% |
| Returns for 1 year | 10.12 | 6.00 | 168% |
| Returns for 3 years | 33.81 | 45.58 | 74% |
| Returns for 5 years | N/A | 36.84 | - |
| Returns for 10 years | N/A | 47.88 | - |
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