Interact to see
Advertisement
Advertisement
AVPEX vs RSLDX
AVPEX vs RSLDX Comparison
Open Charts AVPEX vs RSLDX
ALPS Global Opportunity Portfolio Cl III
Price$11.82
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets19.51M
American Funds SMALLCAP World R5E
Price$77.74
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets82.43B
AVPEX vs RSLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVPEX vs. RSLDX commentary
Feb 05, 2026
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 RSLDX is a Hold.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 82.4B vs. AVPEX (19.5M). AVPEX pays higher dividends than RSLDX: AVPEX (6.85) vs RSLDX (0.88). AVPEX was incepted earlier than RSLDX: AVPEX (11 years) vs RSLDX (10 years). AVPEX (2.64) is less costly to investors than RSLDX (0.80). RSLDX is a more actively managed with annual turnover of: 41.00 vs. AVPEX (31.00). AVPEX has a lower initial minimum investment than RSLDX: AVPEX (0) vs RSLDX (250). RSLDX annual gain was more profitable for investors over the last year : 12.49 vs. AVPEX (-14.53). AVPEX return over 5 years is better than : 2.59 vs. RSLDX (-7.39).
| AVPEX | RSLDX | AVPEX / RSLDX | |
| Total Expense Ratio | 2.38 | 0.80 | 297% |
| Annual Report Gross Expense Ratio | 2.64 | 0.80 | 330% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -4.523 | 4.912 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5M | 82.4B | 0% |
| Annual Yield % from dividends | 6.85 | 0.88 | 779% |
| Returns for 1 year | -14.53 | 12.49 | -116% |
| Returns for 3 years | 22.19 | 25.45 | 87% |
| Returns for 5 years | 2.59 | -7.39 | -35% |
| Returns for 10 years | 100.56 | 108.15 | 93% |