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LPFAX vs RSEBX
LPFAX vs RSEBX Comparison
Open Charts LPFAX vs RSEBX
ALPS Global Opportunity A
Price$6.39
Change-$0.02 (-0.31%)
VolumeN/A
Net Assets60.94M
American Funds SMALLCAP World R2E
Price$65.16
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
LPFAX vs RSEBX Comparison Chart
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LPFAX vs. RSEBX commentary
May 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 LPFAX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 73.3B vs. LPFAX (60.9M). LPFAX pays higher dividends than RSEBX: LPFAX (11.58) vs RSEBX (0.22). LPFAX was incepted earlier than RSEBX: LPFAX (7 years) vs RSEBX (11 years). LPFAX (2.72) is less costly to investors than RSEBX (1.45). LPFAX is a more actively managed with annual turnover of: 37.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than LPFAX: RSEBX (250) vs LPFAX (2500). LPFAX annual gain was more profitable for investors over the last year : 2.93 vs. RSEBX (0.58). LPFAX return over 5 years is better than : 56.99 vs. RSEBX (19.55).
| LPFAX | RSEBX | LPFAX / RSEBX | |
| Total Expense Ratio | 2.72 | 1.45 | 188% |
| Annual Report Gross Expense Ratio | 2.72 | 1.45 | 188% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -0.620 | 0.200 | -310% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 73.3B | 0% |
| Annual Yield % from dividends | 11.58 | 0.22 | 5,189% |
| Returns for 1 year | 2.93 | 0.58 | 503% |
| Returns for 3 years | 32.03 | 15.36 | 209% |
| Returns for 5 years | 56.99 | 19.55 | 292% |
| Returns for 10 years | N/A | 28.85 | - |
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