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AVPEX vs RSLDX
AVPEX vs RSLDX Comparison
Open Charts AVPEX vs RSLDX
ALPS Global Opportunity Portfolio Cl III
Price$13.18
Change-$0.31 (-2.30%)
VolumeN/A
Net Assets21.98M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
AVPEX vs RSLDX Comparison Chart
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AVPEX vs. RSLDX commentary
Jun 16, 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 RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.5B vs. AVPEX (22M). AVPEX pays higher dividends than RSLDX: AVPEX (8.83) vs RSLDX (0.82). 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 (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than RSLDX: AVPEX (0) vs RSLDX (250). AVPEX annual gain was more profitable for investors over the last year : 7.73 vs. RSLDX (5.04). AVPEX return over 5 years is better than : 53.97 vs. RSLDX (23.37).
| 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 | -0.753 | 3.529 | -21% |
| 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 | 0.82 | 1,071% |
| Returns for 1 year | 7.73 | 5.04 | 153% |
| Returns for 3 years | 35.08 | 30.80 | 114% |
| Returns for 5 years | 53.97 | 23.37 | 231% |
| Returns for 10 years | 88.25 | N/A | - |
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