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AVPEX vs RSEBX
AVPEX vs RSEBX Comparison
Open Charts AVPEX vs RSEBX
ALPS Global Opportunity Portfolio Cl III
Price$13.16
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets24.7M
American Funds SMALLCAP World R2E
Price$62.85
Change+$0.29 (+0.46%)
VolumeN/A
Net Assets71.01B
AVPEX vs RSEBX Comparison Chart
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AVPEX vs. RSEBX commentary
Mar 10, 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 AVPEX is a Hold and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 71B vs. AVPEX (24.7M). AVPEX pays higher dividends than RSEBX: AVPEX (8.65) vs RSEBX (0.22). AVPEX was incepted earlier than RSEBX: AVPEX (10 years) vs RSEBX (11 years). AVPEX (2.65) is less costly to investors than RSEBX (1.45). AVPEX is a more actively managed with annual turnover of: 45.00 vs. RSEBX (32.00). AVPEX has a lower initial minimum investment than RSEBX: AVPEX (0) vs RSEBX (250). AVPEX annual gain was more profitable for investors over the last year : 11.08 vs. RSEBX (-4.12). AVPEX return over 5 years is better than : 38.23 vs. RSEBX (18.82).
| AVPEX | RSEBX | AVPEX / RSEBX | |
| Total Expense Ratio | 2.41 | 1.45 | 166% |
| Annual Report Gross Expense Ratio | 2.65 | 1.45 | 183% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -0.904 | -3.352 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 71B | 0% |
| Annual Yield % from dividends | 8.65 | 0.22 | 3,981% |
| Returns for 1 year | 11.08 | -4.12 | -269% |
| Returns for 3 years | 18.92 | 3.71 | 511% |
| Returns for 5 years | 38.23 | 18.82 | 203% |
| Returns for 10 years | 98.72 | 35.67 | 277% |
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