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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$77.46
Change-$0.95 (-1.21%)
VolumeN/A
Net Assets82.31B
ALPS Global Opportunity A
Price$5.63
Change-$0.05 (-0.88%)
VolumeN/A
Net Assets52.74M
FSWFX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. LPFAX (52.7M). LPFAX pays higher dividends than FSWFX: LPFAX (11.53) vs FSWFX (0.80). FSWFX was incepted earlier than LPFAX: FSWFX (5 years) vs LPFAX (8 years). LPFAX (1.86) is less costly to investors than FSWFX (0.76). 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 : 9.32 vs. LPFAX (-15.48). LPFAX return over 5 years is better than : 7.57 vs. FSWFX (4.09).
| FSWFX | LPFAX | FSWFX / LPFAX | |
| Total Expense Ratio | 0.76 | 1.86 | 41% |
| Annual Report Gross Expense Ratio | 0.76 | 1.86 | 41% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 16.011 | -11.938 | -134% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3B | 52.7M | 156,167% |
| Annual Yield % from dividends | 0.80 | 11.53 | 7% |
| Returns for 1 year | 9.32 | -15.48 | -60% |
| Returns for 3 years | 37.49 | 24.63 | 152% |
| Returns for 5 years | 4.09 | 7.57 | 54% |
| Returns for 10 years | N/A | N/A | - |
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