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LPERX vs SCWFX
LPERX vs SCWFX Comparison
Open Charts LPERX vs SCWFX
ALPS Global Opportunity R
Price$4.57
Change+$0.04 (+0.88%)
VolumeN/A
Net Assets57.28M
American Funds SMALLCAP World F1
Price$73.99
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets81.4B
LPERX vs SCWFX Comparison Chart in %
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LPERX vs. SCWFX commentary
Sep 08, 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 Buy and SCWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 81.4B vs. LPERX (57.3M). LPERX pays higher dividends than SCWFX: LPERX (15.59) vs SCWFX (0.53). LPERX was incepted earlier than SCWFX: LPERX (18 years) vs SCWFX (25 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 : 12.29 vs. LPERX (2.03). LPERX return over 5 years is better than : 28.28 vs. SCWFX (17.50).
| 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 | 25 years | - |
| Gain YTD | 2.935 | 11.656 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 81.4B | 0% |
| Annual Yield % from dividends | 15.59 | 0.53 | 2,924% |
| Returns for 1 year | 2.03 | 12.29 | 17% |
| Returns for 3 years | 46.74 | 36.64 | 128% |
| Returns for 5 years | 28.28 | 17.50 | 162% |
| Returns for 10 years | 50.57 | 60.59 | 83% |
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