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LPEFX vs RSLFX
LPEFX vs RSLFX Comparison
Open Charts LPEFX vs RSLFX
ALPS Global Opportunity I
Price$6.80
Change+$0.02 (+0.29%)
VolumeN/A
Net Assets57.51M
American Funds SMALLCAP World R5
Price$79.00
Change+$0.22 (+0.28%)
VolumeN/A
Net Assets80.76B
LPEFX vs RSLFX Comparison Chart in %
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LPEFX vs. RSLFX commentary
Aug 29, 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 RSLFX is a Hold.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 80.8B vs. LPEFX (57.5M). LPEFX pays higher dividends than RSLFX: LPEFX (10.91) vs RSLFX (0.86). LPEFX was incepted earlier than RSLFX: LPEFX (18 years) vs RSLFX (23 years). LPEFX (2.72) is less costly to investors than RSLFX (0.70). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSLFX (32.00). RSLFX has a lower initial minimum investment than LPEFX: RSLFX (250) vs LPEFX (2500). RSLFX annual gain was more profitable for investors over the last year : 10.06 vs. LPEFX (3.26). LPEFX return over 5 years is better than : 35.33 vs. RSLFX (16.09).
| LPEFX | RSLFX | LPEFX / RSLFX | |
| Total Expense Ratio | 2.72 | 0.70 | 389% |
| Annual Report Gross Expense Ratio | 2.72 | 0.70 | 389% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.308 | 11.635 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5M | 80.8B | 0% |
| Annual Yield % from dividends | 10.91 | 0.86 | 1,267% |
| Returns for 1 year | 3.26 | 10.06 | 32% |
| Returns for 3 years | 46.96 | 32.80 | 143% |
| Returns for 5 years | 35.33 | 16.09 | 220% |
| Returns for 10 years | 71.03 | 67.19 | 106% |
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