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FSWFX vs LPFCX
FSWFX vs LPFCX Comparison
Open Charts FSWFX vs LPFCX
American Funds SMALLCAP World 529-F-2
Price$76.65
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
ALPS Global Opportunity C
Price$4.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.45M
FSWFX vs LPFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.4B vs. LPFCX (51.5M). LPFCX pays higher dividends than FSWFX: LPFCX (6.15) vs FSWFX (0.96). FSWFX was incepted earlier than LPFCX: FSWFX (5 years) vs LPFCX (16 years). LPFCX (2.55) is less costly to investors than FSWFX (0.76). 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 : 15.91 vs. LPFCX (-7.42). LPFCX return over 5 years is better than : 2.61 vs. FSWFX (-3.44).
| 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 | 16 years | - |
| Gain YTD | 4.215 | 1.935 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4B | 51.5M | 160,000% |
| Annual Yield % from dividends | 0.96 | 6.15 | 16% |
| Returns for 1 year | 15.91 | -7.42 | -214% |
| Returns for 3 years | 30.67 | 22.06 | 139% |
| Returns for 5 years | -3.44 | 2.61 | -132% |
| Returns for 10 years | N/A | 62.60 | - |
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