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LPEFX vs RSEBX
LPEFX vs RSEBX Comparison
Open Charts LPEFX vs RSEBX
ALPS Global Opportunity I
Price$6.42
Change-$0.17 (-2.58%)
VolumeN/A
Net Assets55.29M
American Funds SMALLCAP World R2E
Price$67.10
Change-$1.07 (-1.57%)
VolumeN/A
Net Assets75.47B
LPEFX vs RSEBX Comparison Chart
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LPEFX vs. RSEBX 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 LPEFX is a Hold and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.5B vs. LPEFX (55.3M). LPEFX pays higher dividends than RSEBX: LPEFX (11.25) vs RSEBX (0.21). LPEFX was incepted earlier than RSEBX: LPEFX (17 years) vs RSEBX (11 years). LPEFX (2.72) is less costly to investors than RSEBX (1.45). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than LPEFX: RSEBX (250) vs LPEFX (2500). RSEBX annual gain was more profitable for investors over the last year : 4.35 vs. LPEFX (2.87). LPEFX return over 5 years is better than : 46.42 vs. RSEBX (19.11).
| LPEFX | RSEBX | LPEFX / RSEBX | |
| Total Expense Ratio | 2.72 | 1.45 | 188% |
| Annual Report Gross Expense Ratio | 2.72 | 1.45 | 188% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -1.231 | 3.220 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.3M | 75.5B | 0% |
| Annual Yield % from dividends | 11.25 | 0.21 | 5,362% |
| Returns for 1 year | 2.87 | 4.35 | 66% |
| Returns for 3 years | 45.32 | 28.47 | 159% |
| Returns for 5 years | 46.42 | 19.11 | 243% |
| Returns for 10 years | 54.04 | 32.55 | 166% |
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