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FSWFX vs LPFAX
FSWFX vs LPFAX Comparison
Open Charts FSWFX vs LPFAX
American Funds SMALLCAP World 529-F-2
Price$77.08
Change+$1.41 (+1.86%)
VolumeN/A
Net Assets82.43B
ALPS Global Opportunity A
Price$5.36
Change-$1.16 (-17.79%)
VolumeN/A
Net Assets47.68M
FSWFX vs LPFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. LPFAX (47.7M). LPFAX pays higher dividends than FSWFX: LPFAX (5.30) vs FSWFX (0.92). 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 is a more actively managed with annual turnover of: 41.00 vs. LPFAX (31.00). 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 : 13.61 vs. LPFAX (-16.36). LPFAX return over 5 years is better than : -0.67 vs. FSWFX (-6.11).
| 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 | 4.799 | -4.965 | -97% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 47.7M | 172,746% |
| Annual Yield % from dividends | 0.92 | 5.30 | 17% |
| Returns for 1 year | 13.61 | -16.36 | -83% |
| Returns for 3 years | 25.43 | 14.88 | 171% |
| Returns for 5 years | -6.11 | -0.67 | 907% |
| Returns for 10 years | N/A | N/A | - |
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