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LPEFX vs RSLFX
LPEFX vs RSLFX Comparison
Open Charts LPEFX vs RSLFX
ALPS Global Opportunity I
Price$6.68
Change-$0.02 (-0.30%)
VolumeN/A
Net Assets57.65M
American Funds SMALLCAP World R5
Price$76.34
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets78.37B
LPEFX vs RSLFX Comparison Chart in %
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LPEFX vs. RSLFX commentary
Jul 02, 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 RSLFX is a Buy.
FUNDAMENTALS
Fundamentals
RSLFX has more cash in the bank: 78.4B vs. LPEFX (57.6M). LPEFX pays higher dividends than RSLFX: LPEFX (11.25) 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 : 9.47 vs. LPEFX (7.98). LPEFX return over 5 years is better than : 48.57 vs. RSLFX (22.84).
| 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 | 3.077 | 7.268 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 78.4B | 0% |
| Annual Yield % from dividends | 11.25 | 0.86 | 1,310% |
| Returns for 1 year | 7.98 | 9.47 | 84% |
| Returns for 3 years | 49.93 | 34.16 | 146% |
| Returns for 5 years | 48.57 | 22.84 | 213% |
| Returns for 10 years | 61.66 | 49.82 | 124% |
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