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LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$6.74
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.91M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
LPEFX vs SFCWX Comparison Chart in %
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LPEFX vs. SFCWX commentary
Jul 07, 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 SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. LPEFX (57.9M). LPEFX pays higher dividends than SFCWX: LPEFX (10.95) vs SFCWX (0.94). LPEFX was incepted earlier than SFCWX: LPEFX (18 years) vs SFCWX (8 years). LPEFX (2.72) is less costly to investors than SFCWX (0.65). LPEFX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPEFX has a lower initial minimum investment than SFCWX: LPEFX (2500) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 10.80 vs. LPEFX (7.07). LPEFX return over 5 years is better than : 49.70 vs. SFCWX (23.80).
| LPEFX | SFCWX | LPEFX / SFCWX | |
| Total Expense Ratio | 2.72 | 0.65 | 418% |
| Annual Report Gross Expense Ratio | 2.72 | 0.65 | 418% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.692 | 8.805 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 79.1B | 0% |
| Annual Yield % from dividends | 10.95 | 0.94 | 1,168% |
| Returns for 1 year | 7.07 | 10.80 | 65% |
| Returns for 3 years | 50.82 | 36.16 | 141% |
| Returns for 5 years | 49.70 | 23.80 | 209% |
| Returns for 10 years | 64.48 | N/A | - |
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