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LPFAX vs RSEBX
LPFAX vs RSEBX Comparison
Open Charts LPFAX vs RSEBX
ALPS Global Opportunity A
Price$6.60
Change-$0.08 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R2E
Price$67.61
Change-$0.56 (-0.82%)
VolumeN/A
CapitalizationN/A
LPFAX vs RSEBX Comparison Chart
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LPFAX vs. RSEBX commentary
Dec 19, 2024
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 StrongBuy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77B vs. LPFAX (67.3M). LPFAX pays higher dividends than RSEBX: LPFAX (5.25) vs RSEBX (0.31). LPFAX was incepted earlier than RSEBX: LPFAX (7 years) vs RSEBX (10 years). RSEBX is a more actively managed with annual turnover of: 29.00 vs. LPFAX (21.00). 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 : 17.93 vs. RSEBX (8.16). LPFAX return over 5 years is better than : 26.40 vs. RSEBX (13.75).
| LPFAX | RSEBX | LPFAX / RSEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 15.691 | 5.707 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.3M | 77B | 0% |
| Annual Yield % from dividends | 5.25 | 0.31 | 1,704% |
| Returns for 1 year | 17.93 | 8.16 | 220% |
| Returns for 3 years | 10.57 | -9.26 | -114% |
| Returns for 5 years | 26.40 | 13.75 | 192% |
| Returns for 10 years | N/A | 35.95 | - |