LPEIX
Price
$6.71
Change
+$0.07 (+1.05%)
Updated
Dec 3 closing price
Net Assets
52.08M
SFCWX
Price
$78.39
Change
+$0.55 (+0.71%)
Updated
Dec 3 closing price
Net Assets
82.31B
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LPEIX vs SFCWX

Header iconLPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWXBanner chart's image
ALPS Global Opportunity I
Price$6.71
Change+$0.07 (+1.05%)
VolumeN/A
Net Assets52.08M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
LPEIX vs SFCWX Comparison Chart in %
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LPEIX vs. SFCWX commentary
Dec 04, 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 SFCWX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.3B vs. LPEIX (52.1M). LPEIX pays higher dividends than SFCWX: LPEIX (10.99) vs SFCWX (0.88). LPEIX was incepted earlier than SFCWX: LPEIX (18 years) vs SFCWX (9 years). LPEIX (1.53) is less costly to investors than SFCWX (0.65). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPEIX has a lower initial minimum investment than SFCWX: LPEIX (100000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 7.00 vs. LPEIX (-9.71). LPEIX return over 5 years is better than : 15.91 vs. SFCWX (4.29).
LPEIXSFCWXLPEIX / SFCWX
Total Expense Ratio1.460.65225%
Annual Report Gross Expense Ratio1.530.65235%
Fund Existence18 years9 years-
Gain YTD-2.64713.366-20%
Front LoadN/AN/A-
Min. Initial Investment100000100000010%
Min. Initial Investment IRAN/AN/A-
Net Assets52.1M82.3B0%
Annual Yield % from dividends10.990.881,244%
Returns for 1 year-9.717.00-139%
Returns for 3 years35.5231.42113%
Returns for 5 years15.914.29371%
Returns for 10 years68.59N/A-
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