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LPEIX vs SCWFX
LPEIX vs SCWFX Comparison
Open Charts LPEIX vs SCWFX
ALPS Global Opportunity I
Price$6.96
Change+$0.02 (+0.29%)
VolumeN/A
Net Assets55.79M
American Funds SMALLCAP World F1
Price$73.33
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets80.75B
LPEIX vs SCWFX Comparison Chart in %
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LPEIX vs. SCWFX commentary
Sep 28, 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 Hold and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.8B vs. LPEIX (55.8M). LPEIX pays higher dividends than SCWFX: LPEIX (10.39) vs SCWFX (0.53). LPEIX was incepted earlier than SCWFX: LPEIX (18 years) vs SCWFX (25 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 : 5.72 vs. LPEIX (-1.54). LPEIX return over 5 years is better than : 42.18 vs. SCWFX (16.01).
| 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 | 25 years | - |
| Gain YTD | 2.353 | 10.660 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.8M | 80.8B | 0% |
| Annual Yield % from dividends | 10.39 | 0.53 | 1,949% |
| Returns for 1 year | -1.54 | 5.72 | -27% |
| Returns for 3 years | 65.70 | 45.26 | 145% |
| Returns for 5 years | 42.18 | 16.01 | 263% |
| Returns for 10 years | 82.98 | 69.71 | 119% |
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