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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets75.47B
ALPS Global Opportunity A
Price$6.37
Change-$0.17 (-2.60%)
VolumeN/A
Net Assets55.29M
FSWFX vs LPFAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.5B vs. LPFAX (55.3M). LPFAX pays higher dividends than FSWFX: LPFAX (11.34) vs FSWFX (0.87). FSWFX was incepted earlier than LPFAX: FSWFX (5 years) vs LPFAX (7 years). LPFAX (2.72) is less costly to investors than FSWFX (0.76). LPFAX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPFAX: FSWFX (250) vs LPFAX (2500). FSWFX annual gain was more profitable for investors over the last year : 5.07 vs. LPFAX (2.73).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | 0.76 | 2.72 | 28% |
| Annual Report Gross Expense Ratio | 0.76 | 2.72 | 28% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.538 | -1.240 | -285% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5B | 55.3M | 136,528% |
| Annual Yield % from dividends | 0.87 | 11.34 | 8% |
| Returns for 1 year | 5.07 | 2.73 | 185% |
| Returns for 3 years | 31.20 | 45.19 | 69% |
| Returns for 5 years | N/A | 46.03 | - |
| Returns for 10 years | N/A | N/A | - |
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