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LPEFX vs SMCFX
LPEFX vs SMCFX Comparison
Open Charts LPEFX vs SMCFX
ALPS Global Opportunity I
Price$6.77
Change-$0.05 (-0.73%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F2
Price$76.16
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets80.31B
LPEFX vs SMCFX Comparison Chart in %
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LPEFX vs. SMCFX commentary
Aug 17, 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 StrongBuy and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.3B vs. LPEFX (57.8M). LPEFX pays higher dividends than SMCFX: LPEFX (10.91) vs SMCFX (0.83). 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 : 10.54 vs. LPEFX (5.13). LPEFX return over 5 years is better than : 38.80 vs. SMCFX (16.92).
| 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 | 4.154 | 9.842 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.91 | 0.83 | 1,310% |
| Returns for 1 year | 5.13 | 10.54 | 49% |
| Returns for 3 years | 35.96 | 22.44 | 160% |
| Returns for 5 years | 38.80 | 16.92 | 229% |
| Returns for 10 years | 63.55 | 55.85 | 114% |
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