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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
ALPS Global Opportunity C
Price$5.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets53.04M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. LPFCX (53M). LPFCX pays higher dividends than FSWFX: LPFCX (13.30) vs FSWFX (0.81). FSWFX was incepted earlier than LPFCX: FSWFX (5 years) vs LPFCX (15 years). LPFCX (2.55) 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 : 7.77 vs. LPFCX (-7.93). LPFCX return over 5 years is better than : 14.56 vs. FSWFX (8.80).
| FSWFX | LPFCX | FSWFX / LPFCX | |
| Total Expense Ratio | 0.76 | 2.46 | 31% |
| Annual Report Gross Expense Ratio | 0.76 | 2.55 | 30% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 12.209 | -1.455 | -839% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 53M | 154,340% |
| Annual Yield % from dividends | 0.81 | 13.30 | 6% |
| Returns for 1 year | 7.77 | -7.93 | -98% |
| Returns for 3 years | 32.01 | 31.61 | 101% |
| Returns for 5 years | 8.80 | 14.56 | 60% |
| Returns for 10 years | N/A | 50.80 | - |
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