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LPEIX vs SFCWX
LPEIX vs SFCWX Comparison
Open Charts LPEIX vs SFCWX
ALPS Global Opportunity I
Price$7.07
Change+$0.06 (+0.86%)
VolumeN/A
Net Assets57.91M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
LPEIX vs SFCWX Comparison Chart in %
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LPEIX vs. SFCWX commentary
Jul 07, 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 Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. LPEIX (57.9M). LPEIX pays higher dividends than SFCWX: LPEIX (10.52) vs SFCWX (0.94). LPEIX was incepted earlier than SFCWX: LPEIX (18 years) vs SFCWX (8 years). LPEIX (2.39) 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 : 10.80 vs. LPEIX (7.59). LPEIX return over 5 years is better than : 52.76 vs. SFCWX (23.80).
| LPEIX | SFCWX | LPEIX / SFCWX | |
| Total Expense Ratio | 2.32 | 0.65 | 357% |
| Annual Report Gross Expense Ratio | 2.39 | 0.65 | 368% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.971 | 8.805 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 79.1B | 0% |
| Annual Yield % from dividends | 10.52 | 0.94 | 1,122% |
| Returns for 1 year | 7.59 | 10.80 | 70% |
| Returns for 3 years | 52.76 | 36.16 | 146% |
| Returns for 5 years | 52.76 | 23.80 | 222% |
| Returns for 10 years | 70.43 | N/A | - |