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LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$6.39
Change+$0.07 (+1.11%)
VolumeN/A
Net Assets52.08M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
LPEFX vs SFCWX Comparison Chart in %
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LPEFX vs. SFCWX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. LPEFX (52.1M). LPEFX pays higher dividends than SFCWX: LPEFX (11.44) vs SFCWX (0.88). 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 : 7.00 vs. LPEFX (-10.07). LPEFX return over 5 years is better than : 13.75 vs. SFCWX (4.29).
| 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 | -2.923 | 13.366 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 82.3B | 0% |
| Annual Yield % from dividends | 11.44 | 0.88 | 1,295% |
| Returns for 1 year | -10.07 | 7.00 | -144% |
| Returns for 3 years | 34.05 | 31.42 | 108% |
| Returns for 5 years | 13.75 | 4.29 | 320% |
| Returns for 10 years | 63.02 | N/A | - |
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