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LPEFX vs SCWFX
LPEFX vs SCWFX Comparison
Open Charts LPEFX vs SCWFX
ALPS Global Opportunity I
Price$6.71
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.28M
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
LPEFX vs SCWFX Comparison Chart in %
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LPEFX vs. SCWFX commentary
Sep 09, 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 Buy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.4B vs. LPEFX (57.3M). LPEFX pays higher dividends than SCWFX: LPEFX (10.81) vs SCWFX (0.53). LPEFX was incepted earlier than SCWFX: LPEFX (18 years) vs SCWFX (25 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 : 12.29 vs. LPEFX (4.19). LPEFX return over 5 years is better than : 37.57 vs. SCWFX (17.50).
| 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 | 25 years | - |
| Gain YTD | 3.077 | 11.656 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 81.4B | 0% |
| Annual Yield % from dividends | 10.81 | 0.53 | 2,026% |
| Returns for 1 year | 4.19 | 12.29 | 34% |
| Returns for 3 years | 50.22 | 36.64 | 137% |
| Returns for 5 years | 37.57 | 17.50 | 215% |
| Returns for 10 years | 68.76 | 60.59 | 113% |
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