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AVPEX vs RSLDX
AVPEX vs RSLDX Comparison
Open Charts AVPEX vs RSLDX
ALPS Global Opportunity Portfolio Cl III
Price$13.16
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets24.7M
American Funds SMALLCAP World R5E
Price$65.89
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets71.01B
AVPEX vs RSLDX Comparison Chart
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AVPEX vs. RSLDX 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 71B vs. AVPEX (24.7M). AVPEX pays higher dividends than RSLDX: AVPEX (8.65) vs RSLDX (0.85). AVPEX was incepted earlier than RSLDX: AVPEX (10 years) vs RSLDX (9 years). AVPEX (2.65) is less costly to investors than RSLDX (0.80). AVPEX is a more actively managed with annual turnover of: 45.00 vs. RSLDX (32.00). AVPEX has a lower initial minimum investment than RSLDX: AVPEX (0) vs RSLDX (250). AVPEX annual gain was more profitable for investors over the last year : 11.08 vs. RSLDX (-3.49). AVPEX return over 5 years is better than : 38.23 vs. RSLDX (23.07).
| AVPEX | RSLDX | AVPEX / RSLDX | |
| Total Expense Ratio | 2.41 | 0.80 | 301% |
| Annual Report Gross Expense Ratio | 2.65 | 0.80 | 331% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -0.904 | -3.231 | 28% |
| 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 | 0.85 | 1,012% |
| Returns for 1 year | 11.08 | -3.49 | -318% |
| Returns for 3 years | 18.92 | 5.60 | 338% |
| Returns for 5 years | 38.23 | 23.07 | 166% |
| Returns for 10 years | 98.72 | N/A | - |
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