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LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$6.28
Change-$0.16 (-2.48%)
VolumeN/A
Net Assets53.06M
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
LPEFX vs SFCWX Comparison Chart in %
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LPEFX vs. SFCWX commentary
Nov 14, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. LPEFX (53.1M). LPEFX pays higher dividends than SFCWX: LPEFX (11.37) vs SFCWX (0.90). LPEFX was incepted earlier than SFCWX: LPEFX (18 years) vs SFCWX (9 years). LPEFX (1.86) 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 : 7.88 vs. LPEFX (-6.54). LPEFX return over 5 years is better than : 21.41 vs. SFCWX (9.26).
| LPEFX | SFCWX | LPEFX / SFCWX | |
| Total Expense Ratio | 1.86 | 0.65 | 286% |
| Annual Report Gross Expense Ratio | 1.86 | 0.65 | 286% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | -0.923 | 12.305 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 81.8B | 0% |
| Annual Yield % from dividends | 11.37 | 0.90 | 1,267% |
| Returns for 1 year | -6.54 | 7.88 | -83% |
| Returns for 3 years | 35.35 | 32.00 | 110% |
| Returns for 5 years | 21.41 | 9.26 | 231% |
| Returns for 10 years | 67.38 | N/A | - |
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