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AVPEX vs RSEBX
AVPEX vs RSEBX Comparison
Open Charts AVPEX vs RSEBX
ALPS Global Opportunity Portfolio Cl III
Price$13.18
Change-$0.31 (-2.30%)
VolumeN/A
Net Assets21.98M
American Funds SMALLCAP World R2E
Price$67.10
Change-$1.07 (-1.57%)
VolumeN/A
Net Assets75.47B
AVPEX vs RSEBX Comparison Chart
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AVPEX vs. RSEBX commentary
Jun 15, 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 AVPEX is a Hold and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.5B vs. AVPEX (22M). AVPEX pays higher dividends than RSEBX: AVPEX (8.83) vs RSEBX (0.21). AVPEX was incepted earlier than RSEBX: AVPEX (11 years) vs RSEBX (11 years). AVPEX (2.64) is less costly to investors than RSEBX (1.45). RSEBX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than RSEBX: AVPEX (0) vs RSEBX (250). AVPEX annual gain was more profitable for investors over the last year : 7.73 vs. RSEBX (4.35). AVPEX return over 5 years is better than : 53.97 vs. RSEBX (19.11).
| AVPEX | RSEBX | AVPEX / RSEBX | |
| Total Expense Ratio | 2.38 | 1.45 | 164% |
| Annual Report Gross Expense Ratio | 2.64 | 1.45 | 182% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -0.753 | 3.220 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22M | 75.5B | 0% |
| Annual Yield % from dividends | 8.83 | 0.21 | 4,207% |
| Returns for 1 year | 7.73 | 4.35 | 178% |
| Returns for 3 years | 35.08 | 28.47 | 123% |
| Returns for 5 years | 53.97 | 19.11 | 282% |
| Returns for 10 years | 88.25 | 32.55 | 271% |
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