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LPEFX vs RSEBX
LPEFX vs RSEBX Comparison
Open Charts LPEFX vs RSEBX
ALPS Global Opportunity I
Price$6.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets60.81M
American Funds SMALLCAP World R2E
Price$63.58
Change+$0.56 (+0.89%)
VolumeN/A
Net Assets71.03B
LPEFX vs RSEBX Comparison Chart
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LPEFX vs. RSEBX commentary
May 09, 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 LPEFX is a Buy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 71B vs. LPEFX (60.8M). LPEFX pays higher dividends than RSEBX: LPEFX (11.49) vs RSEBX (0.22). LPEFX was incepted earlier than RSEBX: LPEFX (17 years) vs RSEBX (11 years). LPEFX (2.72) is less costly to investors than RSEBX (1.45). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than LPEFX: RSEBX (250) vs LPEFX (2500). LPEFX annual gain was more profitable for investors over the last year : 4.23 vs. RSEBX (-0.60). LPEFX return over 5 years is better than : 56.91 vs. RSEBX (20.84).
| LPEFX | RSEBX | LPEFX / RSEBX | |
| Total Expense Ratio | 2.72 | 1.45 | 188% |
| Annual Report Gross Expense Ratio | 2.72 | 1.45 | 188% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -1.077 | -2.230 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 71B | 0% |
| Annual Yield % from dividends | 11.49 | 0.22 | 5,149% |
| Returns for 1 year | 4.23 | -0.60 | -704% |
| Returns for 3 years | 37.60 | 16.84 | 223% |
| Returns for 5 years | 56.91 | 20.84 | 273% |
| Returns for 10 years | 55.15 | 28.37 | 194% |
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