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LPEFX vs SMCFX
LPEFX vs SMCFX Comparison
Open Charts LPEFX vs SMCFX
ALPS Global Opportunity I
Price$6.71
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.28M
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
LPEFX vs SMCFX Comparison Chart in %
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LPEFX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.4B vs. LPEFX (57.3M). LPEFX pays higher dividends than SMCFX: LPEFX (10.81) vs SMCFX (0.81). LPEFX was incepted earlier than SMCFX: LPEFX (18 years) vs SMCFX (17 years). LPEFX (2.72) is less costly to investors than SMCFX (0.76). LPEFX is a more actively managed with annual turnover of: 37.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than LPEFX: SMCFX (250) vs LPEFX (2500). SMCFX annual gain was more profitable for investors over the last year : 12.64 vs. LPEFX (4.19). LPEFX return over 5 years is better than : 37.57 vs. SMCFX (19.59).
| LPEFX | SMCFX | LPEFX / SMCFX | |
| Total Expense Ratio | 2.72 | 0.76 | 358% |
| Annual Report Gross Expense Ratio | 2.72 | 0.76 | 358% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 3.077 | 11.890 | 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 | 0.81 | 1,338% |
| Returns for 1 year | 4.19 | 12.64 | 33% |
| Returns for 3 years | 50.22 | 37.66 | 133% |
| Returns for 5 years | 37.57 | 19.59 | 192% |
| Returns for 10 years | 68.76 | 66.37 | 104% |
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