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LPEFX vs SCWFX
LPEFX vs SCWFX Comparison
Open Charts LPEFX vs SCWFX
ALPS Global Opportunity I
Price$6.77
Change-$0.05 (-0.73%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F1
Price$72.65
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
LPEFX vs SCWFX Comparison Chart in %
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LPEFX vs. SCWFX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LPEFX is a StrongBuy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.3B vs. LPEFX (57.8M). LPEFX pays higher dividends than SCWFX: LPEFX (10.91) vs SCWFX (0.55). LPEFX was incepted earlier than SCWFX: LPEFX (18 years) vs SCWFX (24 years). LPEFX (2.72) is less costly to investors than SCWFX (1.08). LPEFX is a more actively managed with annual turnover of: 37.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than LPEFX: SCWFX (250) vs LPEFX (2500). SCWFX annual gain was more profitable for investors over the last year : 10.19 vs. LPEFX (5.13). LPEFX return over 5 years is better than : 38.80 vs. SCWFX (14.88).
| LPEFX | SCWFX | LPEFX / SCWFX | |
| Total Expense Ratio | 2.72 | 1.08 | 252% |
| Annual Report Gross Expense Ratio | 2.72 | 1.08 | 252% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 4.154 | 9.634 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.91 | 0.55 | 1,983% |
| Returns for 1 year | 5.13 | 10.19 | 50% |
| Returns for 3 years | 35.96 | 21.55 | 167% |
| Returns for 5 years | 38.80 | 14.88 | 261% |
| Returns for 10 years | 63.55 | 50.46 | 126% |
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