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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets80.82B
ALPS Global Opportunity A
Price$6.65
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets57.38M
FSWFX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B vs. LPFAX (57.4M). LPFAX pays higher dividends than FSWFX: LPFAX (10.88) vs FSWFX (0.82). 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 : 11.81 vs. LPFAX (4.22).
| 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 | 11.084 | 3.101 | 357% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 57.4M | 140,767% |
| Annual Yield % from dividends | 0.82 | 10.88 | 8% |
| Returns for 1 year | 11.81 | 4.22 | 280% |
| Returns for 3 years | 36.97 | 50.11 | 74% |
| Returns for 5 years | N/A | 37.41 | - |
| Returns for 10 years | N/A | N/A | - |
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