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LPEIX vs SMCFX
LPEIX vs SMCFX Comparison
Open Charts LPEIX vs SMCFX
ALPS Global Opportunity I
Price$7.11
Change-$0.05 (-0.70%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F2
Price$76.16
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets80.31B
LPEIX vs SMCFX Comparison Chart in %
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LPEIX vs. SMCFX 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 SMCFX is a Buy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.3B vs. LPEIX (57.8M). LPEIX pays higher dividends than SMCFX: LPEIX (10.49) vs SMCFX (0.83). LPEIX was incepted earlier than SMCFX: LPEIX (18 years) vs SMCFX (17 years). LPEIX (2.39) is less costly to investors than SMCFX (0.76). LPEIX is a more actively managed with annual turnover of: 37.00 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than LPEIX: SMCFX (250) vs LPEIX (100000). SMCFX annual gain was more profitable for investors over the last year : 10.54 vs. LPEIX (5.72). LPEIX return over 5 years is better than : 41.60 vs. SMCFX (16.92).
| LPEIX | SMCFX | LPEIX / SMCFX | |
| Total Expense Ratio | 2.32 | 0.76 | 305% |
| Annual Report Gross Expense Ratio | 2.39 | 0.76 | 314% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 4.559 | 9.842 | 46% |
| 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 | 0.83 | 1,259% |
| Returns for 1 year | 5.72 | 10.54 | 54% |
| Returns for 3 years | 37.60 | 22.44 | 168% |
| Returns for 5 years | 41.60 | 16.92 | 246% |
| Returns for 10 years | 69.45 | 55.85 | 124% |
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