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AVPEX vs RSEBX
AVPEX vs RSEBX Comparison
Open Charts AVPEX vs RSEBX
ALPS Global Opportunity Portfolio Cl III
Price$12.50
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets21.28M
American Funds SMALLCAP World R2E
Price$59.09
Change+$0.55 (+0.94%)
VolumeN/A
Net Assets66.69B
AVPEX vs RSEBX Comparison Chart
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AVPEX vs. RSEBX commentary
Apr 19, 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 Buy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 66.7B vs. AVPEX (21.3M). AVPEX pays higher dividends than RSEBX: AVPEX (9.17) vs RSEBX (0.23). 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 : 5.89 vs. RSEBX (-4.40). AVPEX return over 5 years is better than : 59.05 vs. RSEBX (21.27).
| 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 | -6.777 | -9.134 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 66.7B | 0% |
| Annual Yield % from dividends | 9.17 | 0.23 | 4,032% |
| Returns for 1 year | 5.89 | -4.40 | -134% |
| Returns for 3 years | 4.21 | -5.51 | -76% |
| Returns for 5 years | 59.05 | 21.27 | 278% |
| Returns for 10 years | 81.16 | 20.91 | 388% |
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