Interact to see
Advertisement
Advertisement
LPERX vs SMCFX
LPERX vs SMCFX Comparison
Open Charts LPERX vs SMCFX
ALPS Global Opportunity R
Price$4.57
Change+$0.04 (+0.88%)
VolumeN/A
Net Assets57.28M
American Funds SMALLCAP World F2
Price$77.58
Change+$0.56 (+0.73%)
VolumeN/A
Net Assets81.4B
LPERX vs SMCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LPERX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 81.4B vs. LPERX (57.3M). LPERX pays higher dividends than SMCFX: LPERX (15.59) vs SMCFX (0.81). LPERX was incepted earlier than SMCFX: LPERX (18 years) vs SMCFX (17 years). LPERX (2.84) is less costly to investors than SMCFX (0.76). LPERX is a more actively managed with annual turnover of: 37.00 vs. SMCFX (32.00). LPERX has a lower initial minimum investment than SMCFX: LPERX (0) vs SMCFX (250). SMCFX annual gain was more profitable for investors over the last year : 12.64 vs. LPERX (2.03). LPERX return over 5 years is better than : 28.28 vs. SMCFX (19.59).
| LPERX | SMCFX | LPERX / SMCFX | |
| Total Expense Ratio | 2.82 | 0.76 | 371% |
| Annual Report Gross Expense Ratio | 2.84 | 0.76 | 374% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 2.935 | 11.890 | 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 | 0.81 | 1,931% |
| Returns for 1 year | 2.03 | 12.64 | 16% |
| Returns for 3 years | 46.74 | 37.66 | 124% |
| Returns for 5 years | 28.28 | 19.59 | 144% |
| Returns for 10 years | 50.57 | 66.37 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement