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LPERX vs SMCFX
LPERX vs SMCFX Comparison
Open Charts LPERX vs SMCFX
ALPS Global Opportunity R
Price$4.61
Change-$0.04 (-0.86%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World F2
Price$76.16
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets80.31B
LPERX vs SMCFX Comparison Chart in %
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LPERX vs. SMCFX 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 SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 80.3B vs. LPERX (57.8M). LPERX pays higher dividends than SMCFX: LPERX (15.72) vs SMCFX (0.83). 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 : 10.54 vs. LPERX (2.95). LPERX return over 5 years is better than : 29.45 vs. SMCFX (16.92).
| 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 | 4.063 | 9.842 | 41% |
| 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 | 0.83 | 1,887% |
| Returns for 1 year | 2.95 | 10.54 | 28% |
| Returns for 3 years | 32.67 | 22.44 | 146% |
| Returns for 5 years | 29.45 | 16.92 | 174% |
| Returns for 10 years | 45.90 | 55.85 | 82% |
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