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LPEFX vs RSLDX
LPEFX vs RSLDX Comparison
Open Charts LPEFX vs RSLDX
ALPS Global Opportunity I
Price$6.50
Change-$0.01 (-0.15%)
VolumeN/A
Net Assets61.04M
American Funds SMALLCAP World R5E
Price$70.24
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.3B
LPEFX vs RSLDX Comparison Chart
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LPEFX vs. RSLDX commentary
Jun 07, 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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.3B vs. LPEFX (61M). LPEFX pays higher dividends than RSLDX: LPEFX (11.25) vs RSLDX (0.82). LPEFX was incepted earlier than RSLDX: LPEFX (17 years) vs RSLDX (10 years). LPEFX (2.72) is less costly to investors than RSLDX (0.80). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than LPEFX: RSLDX (250) vs LPEFX (2500). RSLDX annual gain was more profitable for investors over the last year : 3.97 vs. LPEFX (3.26). LPEFX return over 5 years is better than : 40.46 vs. RSLDX (18.28).
| LPEFX | RSLDX | LPEFX / RSLDX | |
| Total Expense Ratio | 2.72 | 0.80 | 340% |
| Annual Report Gross Expense Ratio | 2.72 | 0.80 | 340% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 0.154 | 3.114 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61M | 75.3B | 0% |
| Annual Yield % from dividends | 11.25 | 0.82 | 1,365% |
| Returns for 1 year | 3.26 | 3.97 | 82% |
| Returns for 3 years | 30.29 | 17.13 | 177% |
| Returns for 5 years | 40.46 | 18.28 | 221% |
| Returns for 10 years | 55.98 | N/A | - |
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