Interact to see
Advertisement
Advertisement
FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity A
Price$6.24
Change-$0.16 (-2.50%)
VolumeN/A
Net Assets53.06M
FSWFX vs LPFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. LPFAX (53.1M). LPFAX pays higher dividends than FSWFX: LPFAX (11.46) vs FSWFX (0.81). FSWFX was incepted earlier than LPFAX: FSWFX (5 years) vs LPFAX (7 years). LPFAX (1.86) 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 : 6.86 vs. LPFAX (-6.44). LPFAX return over 5 years is better than : 21.38 vs. FSWFX (6.83).
| 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 | 7 years | - |
| Gain YTD | 10.182 | -0.775 | -1,313% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53.1M | 154,049% |
| Annual Yield % from dividends | 0.81 | 11.46 | 7% |
| Returns for 1 year | 6.86 | -6.44 | -107% |
| Returns for 3 years | 31.03 | 35.38 | 88% |
| Returns for 5 years | 6.83 | 21.38 | 32% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement