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LPEFX vs RSEBX
LPEFX vs RSEBX Comparison
Open Charts LPEFX vs RSEBX
ALPS Global Opportunity I
Price$6.76
Change-$0.07 (-1.02%)
VolumeN/A
Net Assets58.54M
American Funds SMALLCAP World R2E
Price$69.93
Change-$0.75 (-1.06%)
VolumeN/A
Net Assets78.5B
LPEFX vs RSEBX Comparison Chart in %
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LPEFX vs. RSEBX commentary
Jul 15, 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: 78.5B vs. LPEFX (58.5M). LPEFX pays higher dividends than RSEBX: LPEFX (10.95) vs RSEBX (0.23). LPEFX was incepted earlier than RSEBX: LPEFX (18 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). RSEBX annual gain was more profitable for investors over the last year : 6.62 vs. LPEFX (5.87). LPEFX return over 5 years is better than : 47.02 vs. RSEBX (15.73).
| LPEFX | RSEBX | LPEFX / RSEBX | |
| Total Expense Ratio | 2.72 | 1.45 | 188% |
| Annual Report Gross Expense Ratio | 2.72 | 1.45 | 188% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 4.000 | 7.573 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 78.5B | 0% |
| Annual Yield % from dividends | 10.95 | 0.23 | 4,697% |
| Returns for 1 year | 5.87 | 6.62 | 89% |
| Returns for 3 years | 51.85 | 33.08 | 157% |
| Returns for 5 years | 47.02 | 15.73 | 299% |
| Returns for 10 years | 61.74 | 37.62 | 164% |
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