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LPEFX vs RSLBX
LPEFX vs RSLBX Comparison
Open Charts LPEFX vs RSLBX
ALPS Global Opportunity I
Price$6.77
Change-$0.05 (-0.73%)
VolumeN/A
Net Assets57.79M
American Funds SMALLCAP World R2
Price$62.23
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets80.31B
LPEFX vs RSLBX Comparison Chart in %
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LPEFX vs. RSLBX commentary
Aug 17, 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 StrongBuy and RSLBX is a Hold.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 80.3B vs. LPEFX (57.8M). LPEFX pays higher dividends than RSLBX: LPEFX (10.91) vs RSLBX (0.06). LPEFX was incepted earlier than RSLBX: LPEFX (18 years) vs RSLBX (23 years). LPEFX (2.72) is less costly to investors than RSLBX (1.75). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSLBX (32.00). RSLBX has a lower initial minimum investment than LPEFX: RSLBX (250) vs LPEFX (2500). RSLBX annual gain was more profitable for investors over the last year : 9.45 vs. LPEFX (5.13). LPEFX return over 5 years is better than : 38.80 vs. RSLBX (9.31).
| LPEFX | RSLBX | LPEFX / RSLBX | |
| Total Expense Ratio | 2.72 | 1.75 | 155% |
| Annual Report Gross Expense Ratio | 2.72 | 1.75 | 155% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.154 | 9.182 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 80.3B | 0% |
| Annual Yield % from dividends | 10.91 | 0.06 | 18,756% |
| Returns for 1 year | 5.13 | 9.45 | 54% |
| Returns for 3 years | 35.96 | 19.13 | 188% |
| Returns for 5 years | 38.80 | 9.31 | 417% |
| Returns for 10 years | 63.55 | 35.84 | 177% |
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