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LPEFX vs SFCWX
LPEFX vs SFCWX Comparison
Open Charts LPEFX vs SFCWX
ALPS Global Opportunity I
Price$6.42
Change-$0.17 (-2.58%)
VolumeN/A
Net Assets55.29M
American Funds SMALLCAP World F3
Price$71.32
Change-$1.13 (-1.56%)
VolumeN/A
Net Assets75.47B
LPEFX vs SFCWX Comparison Chart
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LPEFX vs. SFCWX commentary
Jun 16, 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: 75.5B vs. LPEFX (55.3M). LPEFX pays higher dividends than SFCWX: LPEFX (11.25) vs SFCWX (0.96). LPEFX was incepted earlier than SFCWX: LPEFX (17 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 : 5.19 vs. LPEFX (2.87). LPEFX return over 5 years is better than : 46.42 vs. SFCWX (24.23).
| LPEFX | SFCWX | LPEFX / SFCWX | |
| Total Expense Ratio | 2.72 | 0.65 | 418% |
| Annual Report Gross Expense Ratio | 2.72 | 0.65 | 418% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -1.231 | 3.590 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.3M | 75.5B | 0% |
| Annual Yield % from dividends | 11.25 | 0.96 | 1,171% |
| Returns for 1 year | 2.87 | 5.19 | 55% |
| Returns for 3 years | 45.32 | 31.20 | 145% |
| Returns for 5 years | 46.42 | 24.23 | 192% |
| Returns for 10 years | 54.04 | N/A | - |
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