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LPERX vs SFCWX
LPERX vs SFCWX Comparison
Open Charts LPERX vs SFCWX
ALPS Global Opportunity R
Price$4.59
Change+$0.04 (+0.88%)
VolumeN/A
Net Assets57.91M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
LPERX vs SFCWX Comparison Chart in %
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LPERX 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 LPERX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.1B vs. LPERX (57.9M). LPERX pays higher dividends than SFCWX: LPERX (15.79) vs SFCWX (0.94). LPERX was incepted earlier than SFCWX: LPERX (18 years) vs SFCWX (8 years). LPERX (2.84) 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 : 10.80 vs. LPERX (4.94). LPERX return over 5 years is better than : 39.54 vs. SFCWX (23.80).
| LPERX | SFCWX | LPERX / SFCWX | |
| Total Expense Ratio | 2.82 | 0.65 | 434% |
| Annual Report Gross Expense Ratio | 2.84 | 0.65 | 437% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.612 | 8.805 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 79.1B | 0% |
| Annual Yield % from dividends | 15.79 | 0.94 | 1,684% |
| Returns for 1 year | 4.94 | 10.80 | 46% |
| Returns for 3 years | 47.33 | 36.16 | 131% |
| Returns for 5 years | 39.54 | 23.80 | 166% |
| Returns for 10 years | 46.94 | N/A | - |
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