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LPEFX vs RSLDX
LPEFX vs RSLDX Comparison
Open Charts LPEFX vs RSLDX
ALPS Global Opportunity I
Price$6.10
Change+$0.05 (+0.83%)
VolumeN/A
Net Assets57.92M
American Funds SMALLCAP World R5E
Price$61.99
Change+$0.57 (+0.93%)
VolumeN/A
Net Assets66.08B
LPEFX vs RSLDX Comparison Chart
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LPEFX vs. RSLDX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 66.1B vs. LPEFX (57.9M). LPEFX pays higher dividends than RSLDX: LPEFX (11.67) vs RSLDX (0.89). LPEFX was incepted earlier than RSLDX: LPEFX (17 years) vs RSLDX (9 years). LPEFX (2.64) 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). LPEFX annual gain was more profitable for investors over the last year : 1.33 vs. RSLDX (-3.78). LPEFX return over 5 years is better than : 51.45 vs. RSLDX (25.61).
| LPEFX | RSLDX | LPEFX / RSLDX | |
| Total Expense Ratio | 2.64 | 0.80 | 330% |
| Annual Report Gross Expense Ratio | 2.64 | 0.80 | 330% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -6.923 | -8.959 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 66.1B | 0% |
| Annual Yield % from dividends | 11.67 | 0.89 | 1,304% |
| Returns for 1 year | 1.33 | -3.78 | -35% |
| Returns for 3 years | 12.29 | -3.79 | -324% |
| Returns for 5 years | 51.45 | 25.61 | 201% |
| Returns for 10 years | 48.91 | N/A | - |
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