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LPEFX vs RSLDX
LPEFX vs RSLDX Comparison
Open Charts LPEFX vs RSLDX
ALPS Global Opportunity I
Price$6.74
Change+$0.06 (+0.90%)
VolumeN/A
Net Assets57.91M
American Funds SMALLCAP World R5E
Price$74.01
Change+$0.43 (+0.58%)
VolumeN/A
Net Assets79.12B
LPEFX vs RSLDX Comparison Chart in %
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LPEFX vs. RSLDX commentary
Jul 07, 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 Buy and RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 79.1B vs. LPEFX (57.9M). LPEFX pays higher dividends than RSLDX: LPEFX (10.95) vs RSLDX (0.81). LPEFX was incepted earlier than RSLDX: LPEFX (18 years) vs RSLDX (10 years). LPEFX (2.72) is less costly to investors than RSLDX (0.80). LPEFX is a more actively managed with annual turnover of: 37.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than LPEFX: RSLDX (250) vs LPEFX (2500). RSLDX annual gain was more profitable for investors over the last year : 10.63 vs. LPEFX (7.07). LPEFX return over 5 years is better than : 49.70 vs. RSLDX (22.93).
| LPEFX | RSLDX | LPEFX / RSLDX | |
| Total Expense Ratio | 2.72 | 0.80 | 340% |
| Annual Report Gross Expense Ratio | 2.72 | 0.80 | 340% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.692 | 8.730 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 79.1B | 0% |
| Annual Yield % from dividends | 10.95 | 0.81 | 1,353% |
| Returns for 1 year | 7.07 | 10.63 | 66% |
| Returns for 3 years | 50.82 | 35.76 | 142% |
| Returns for 5 years | 49.70 | 22.93 | 217% |
| Returns for 10 years | 64.48 | N/A | - |
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