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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
ALPS Global Opportunity C
Price$5.71
Change-$0.05 (-0.87%)
VolumeN/A
Net Assets57.79M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. LPFCX (57.8M). LPFCX pays higher dividends than FSWFX: LPFCX (12.71) 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 : 10.54 vs. LPFCX (3.56).
| 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 | 9.856 | 3.818 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 57.8M | 138,927% |
| Annual Yield % from dividends | 0.85 | 12.71 | 7% |
| Returns for 1 year | 10.54 | 3.56 | 296% |
| Returns for 3 years | 22.73 | 32.24 | 70% |
| Returns for 5 years | N/A | 31.11 | - |
| Returns for 10 years | N/A | 47.31 | - |
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