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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$76.65
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
ALPS Global Opportunity A
Price$5.75
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets51.45M
FSWFX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. LPFAX (51.5M). LPFAX pays higher dividends than FSWFX: LPFAX (5.24) vs FSWFX (0.96). 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 : 15.91 vs. LPFAX (-3.85). LPFAX return over 5 years is better than : 9.72 vs. FSWFX (-3.44).
| 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 | 4.215 | 2.128 | 198% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 51.5M | 160,000% |
| Annual Yield % from dividends | 0.96 | 5.24 | 18% |
| Returns for 1 year | 15.91 | -3.85 | -413% |
| Returns for 3 years | 30.67 | 27.88 | 110% |
| Returns for 5 years | -3.44 | 9.72 | -35% |
| Returns for 10 years | N/A | N/A | - |
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