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LPFCX vs SMCWX
LPFCX vs SMCWX Comparison
Open Charts LPFCX vs SMCWX
ALPS Global Opportunity C
Price$5.64
Change-$0.01 (-0.18%)
VolumeN/A
Net Assets57.28M
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
LPFCX vs SMCWX Comparison Chart in %
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LPFCX vs. SMCWX 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 LPFCX is a Buy and SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. LPFCX (57.3M). LPFCX pays higher dividends than SMCWX: LPFCX (12.61) vs SMCWX (0.57). LPFCX was incepted earlier than SMCWX: LPFCX (15 years) vs SMCWX (35 years). LPFCX (3.41) is less costly to investors than SMCWX (1.04). LPFCX is a more actively managed with annual turnover of: 37.00 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than LPFCX: SMCWX (250) vs LPFCX (2500). SMCWX annual gain was more profitable for investors over the last year : 12.34 vs. LPFCX (2.62). LPFCX return over 5 years is better than : 29.71 vs. SMCWX (17.91).
| LPFCX | SMCWX | LPFCX / SMCWX | |
| Total Expense Ratio | 3.32 | 1.04 | 319% |
| Annual Report Gross Expense Ratio | 3.41 | 1.04 | 328% |
| Fund Existence | 15 years | 35 years | - |
| Gain YTD | 2.545 | 11.687 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 81.4B | 0% |
| Annual Yield % from dividends | 12.61 | 0.57 | 2,199% |
| Returns for 1 year | 2.62 | 12.34 | 21% |
| Returns for 3 years | 45.79 | 36.82 | 124% |
| Returns for 5 years | 29.71 | 17.91 | 166% |
| Returns for 10 years | 51.68 | 61.84 | 84% |
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