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AVEAX vs RSLDX
AVEAX vs RSLDX Comparison
Open Charts AVEAX vs RSLDX
Ave Maria Growth Focused
Price$16.80
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets66.75M
American Funds SMALLCAP World R5E
Price$73.58
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets78.52B
AVEAX vs RSLDX Comparison Chart in %
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AVEAX vs. RSLDX commentary
Jul 03, 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 AVEAX is a Buy and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 78.5B vs. AVEAX (66.8M). RSLDX pays higher dividends than AVEAX: RSLDX (0.81) vs AVEAX (0.00). AVEAX was incepted earlier than RSLDX: AVEAX (5 years) vs RSLDX (10 years). AVEAX (1.11) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 32.00 vs. AVEAX (22.00). RSLDX has a lower initial minimum investment than AVEAX: RSLDX (250) vs AVEAX (2500). AVEAX annual gain was more profitable for investors over the last year : 28.81 vs. RSLDX (10.86). AVEAX return over 5 years is better than : 55.82 vs. RSLDX (22.21).
| AVEAX | RSLDX | AVEAX / RSLDX | |
| Total Expense Ratio | 1.11 | 0.80 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.80 | 139% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.281 | 8.098 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 78.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 28.81 | 10.86 | 265% |
| Returns for 3 years | 62.17 | 34.97 | 178% |
| Returns for 5 years | 55.82 | 22.21 | 251% |
| Returns for 10 years | N/A | N/A | - |
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