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LPERX vs SFCWX
LPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWX
ALPS Global Opportunity R
Price$4.28
Change-$0.10 (-2.28%)
VolumeN/A
Net Assets53.06M
American Funds SMALLCAP World F3
Price$75.93
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets81.78B
LPERX vs SFCWX Comparison Chart in %
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LPERX vs. SFCWX commentary
Nov 14, 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 Hold and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.8B vs. LPERX (53.1M). LPERX pays higher dividends than SFCWX: LPERX (16.40) vs SFCWX (0.90). LPERX was incepted earlier than SFCWX: LPERX (18 years) vs SFCWX (9 years). LPERX (1.98) is less costly to investors than SFCWX (0.65). LPERX is a more actively managed with annual turnover of: 37.00 vs. SFCWX (32.00). LPERX has a lower initial minimum investment than SFCWX: LPERX (0) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : 7.88 vs. LPERX (-8.38). LPERX return over 5 years is better than : 13.28 vs. SFCWX (9.26).
| LPERX | SFCWX | LPERX / SFCWX | |
| Total Expense Ratio | 1.96 | 0.65 | 302% |
| Annual Report Gross Expense Ratio | 1.98 | 0.65 | 305% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | -1.129 | 12.305 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 81.8B | 0% |
| Annual Yield % from dividends | 16.40 | 0.90 | 1,827% |
| Returns for 1 year | -8.38 | 7.88 | -106% |
| Returns for 3 years | 32.12 | 32.00 | 100% |
| Returns for 5 years | 13.28 | 9.26 | 144% |
| Returns for 10 years | 49.36 | N/A | - |
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