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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
ALPS Global Opportunity C
Price$5.69
Change+$0.05 (+0.89%)
VolumeN/A
Net Assets57.91M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. LPFCX (57.9M). LPFCX pays higher dividends than FSWFX: LPFCX (12.76) vs FSWFX (0.85). FSWFX was incepted earlier than LPFCX: FSWFX (5 years) vs LPFCX (15 years). LPFCX (3.41) is less costly to investors than FSWFX (0.76). LPFCX is a more actively managed with annual turnover of: 37.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than LPFCX: FSWFX (250) vs LPFCX (2500). FSWFX annual gain was more profitable for investors over the last year : 10.68 vs. LPFCX (5.58).
| FSWFX | LPFCX | FSWFX / LPFCX | |
| Total Expense Ratio | 0.76 | 3.32 | 23% |
| Annual Report Gross Expense Ratio | 0.76 | 3.41 | 22% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 8.746 | 3.455 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 57.9M | 136,615% |
| Annual Yield % from dividends | 0.85 | 12.76 | 7% |
| Returns for 1 year | 10.68 | 5.58 | 191% |
| Returns for 3 years | 36.18 | 46.77 | 77% |
| Returns for 5 years | N/A | 41.23 | - |
| Returns for 10 years | N/A | 48.11 | - |
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