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LPERX vs SCWFX
LPERX vs SCWFX Comparison
Open Charts LPERX vs SCWFX
ALPS Global Opportunity R
Price$4.61
Change-$0.04 (-0.86%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F1
Price$72.65
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
LPERX vs SCWFX Comparison Chart in %
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LPERX vs. SCWFX commentary
Aug 17, 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 LPERX is a StrongBuy and SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 80.3B vs. LPERX (57.8M). LPERX pays higher dividends than SCWFX: LPERX (15.72) vs SCWFX (0.55). LPERX was incepted earlier than SCWFX: LPERX (18 years) vs SCWFX (24 years). LPERX (2.84) is less costly to investors than SCWFX (1.08). LPERX is a more actively managed with annual turnover of: 37.00 vs. SCWFX (32.00). LPERX has a lower initial minimum investment than SCWFX: LPERX (0) vs SCWFX (250). SCWFX annual gain was more profitable for investors over the last year : 10.19 vs. LPERX (2.95). LPERX return over 5 years is better than : 29.45 vs. SCWFX (14.88).
| LPERX | SCWFX | LPERX / SCWFX | |
| Total Expense Ratio | 2.82 | 1.08 | 261% |
| Annual Report Gross Expense Ratio | 2.84 | 1.08 | 263% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 4.063 | 9.634 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 15.72 | 0.55 | 2,857% |
| Returns for 1 year | 2.95 | 10.19 | 29% |
| Returns for 3 years | 32.67 | 21.55 | 152% |
| Returns for 5 years | 29.45 | 14.88 | 198% |
| Returns for 10 years | 45.90 | 50.46 | 91% |
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