AVPEX
Price
$13.59
Change
-$0.16 (-1.16%)
Updated
Dec 17 closing price
RSEBX
Price
$67.61
Change
-$0.56 (-0.82%)
Updated
Dec 17 closing price
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AVPEX vs RSEBX

Header iconAVPEX vs RSEBX Comparison
Open Charts AVPEX vs RSEBXBanner chart's image
ALPS Global Opportunity Portfolio Cl III
Price$13.59
Change-$0.16 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R2E
Price$67.61
Change-$0.56 (-0.82%)
VolumeN/A
CapitalizationN/A
AVPEX vs RSEBX Comparison Chart
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AVPEX vs. RSEBX commentary
Dec 19, 2024

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 StrongBuy and RSEBX is a Hold.

FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77B vs. AVPEX (26.3M). RSEBX pays higher dividends than AVPEX: RSEBX (0.31) vs AVPEX (0.00). AVPEX was incepted earlier than RSEBX: AVPEX (10 years) vs RSEBX (10 years). RSEBX is a more actively managed with annual turnover of: 29.00 vs. AVPEX (22.00). 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 : 24.69 vs. RSEBX (8.16). AVPEX return over 5 years is better than : 33.89 vs. RSEBX (13.75).
AVPEXRSEBXAVPEX / RSEBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years10 years-
Gain YTD22.2375.707390%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets26.3M77B0%
Annual Yield % from dividends0.000.31-
Returns for 1 year24.698.16302%
Returns for 3 years3.82-9.26-41%
Returns for 5 years33.8913.75246%
Returns for 10 years111.5935.95310%
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