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LPEIX vs SCWFX
LPEIX vs SCWFX Comparison
Open Charts LPEIX vs SCWFX
ALPS Global Opportunity I
Price$7.11
Change-$0.05 (-0.70%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F1
Price$72.65
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
LPEIX vs SCWFX Comparison Chart in %
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LPEIX vs. SCWFX commentary
Aug 18, 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 LPEIX is a StrongBuy and SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.3B vs. LPEIX (57.8M). LPEIX pays higher dividends than SCWFX: LPEIX (10.49) vs SCWFX (0.55). LPEIX was incepted earlier than SCWFX: LPEIX (18 years) vs SCWFX (24 years). LPEIX (2.39) is less costly to investors than SCWFX (1.08). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than LPEIX: SCWFX (250) vs LPEIX (100000). SCWFX annual gain was more profitable for investors over the last year : 10.19 vs. LPEIX (5.72). LPEIX return over 5 years is better than : 41.60 vs. SCWFX (14.88).
| LPEIX | SCWFX | LPEIX / SCWFX | |
| Total Expense Ratio | 2.32 | 1.08 | 215% |
| Annual Report Gross Expense Ratio | 2.39 | 1.08 | 221% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 4.559 | 9.634 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.49 | 0.55 | 1,906% |
| Returns for 1 year | 5.72 | 10.19 | 56% |
| Returns for 3 years | 37.60 | 21.55 | 175% |
| Returns for 5 years | 41.60 | 14.88 | 280% |
| Returns for 10 years | 69.45 | 50.46 | 138% |
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