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LPEFX vs RSEBX
LPEFX vs RSEBX Comparison
Open Charts LPEFX vs RSEBX
ALPS Global Opportunity I
Price$6.79
Change+$0.03 (+0.44%)
VolumeN/A
Net Assets67.65M
American Funds SMALLCAP World R2E
Price$67.12
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets76.58B
LPEFX vs RSEBX Comparison Chart
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LPEFX vs. RSEBX commentary
Jan 23, 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 Hold and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 76.6B vs. LPEFX (67.7M). LPEFX pays higher dividends than RSEBX: LPEFX (5.22) vs RSEBX (0.31). LPEFX was incepted earlier than RSEBX: LPEFX (17 years) vs RSEBX (10 years). RSEBX is a more actively managed with annual turnover of: 29.00 vs. LPEFX (21.00). 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 : 17.85 vs. RSEBX (7.55). LPEFX return over 5 years is better than : 22.68 vs. RSEBX (14.28).
| LPEFX | RSEBX | LPEFX / RSEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 4.000 | 3.199 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 76.6B | 0% |
| Annual Yield % from dividends | 5.22 | 0.31 | 1,695% |
| Returns for 1 year | 17.85 | 7.55 | 236% |
| Returns for 3 years | 18.71 | -0.88 | -2,127% |
| Returns for 5 years | 22.68 | 14.28 | 159% |
| Returns for 10 years | 76.54 | 48.70 | 157% |