Interact to see
Advertisement
Advertisement
LPEFX vs RSLDX
LPEFX vs RSLDX Comparison
Open Charts LPEFX vs RSLDX
ALPS Global Opportunity I
Price$6.42
Change-$0.17 (-2.58%)
VolumeN/A
Net Assets55.29M
American Funds SMALLCAP World R5E
Price$70.47
Change-$1.12 (-1.56%)
VolumeN/A
Net Assets75.47B
LPEFX vs RSLDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LPEFX 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 LPEFX is a Hold and RSLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 75.5B vs. LPEFX (55.3M). LPEFX pays higher dividends than RSLDX: LPEFX (11.25) vs RSLDX (0.82). LPEFX was incepted earlier than RSLDX: LPEFX (17 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 : 5.04 vs. LPEFX (2.87). LPEFX return over 5 years is better than : 46.42 vs. RSLDX (23.37).
| LPEFX | RSLDX | LPEFX / RSLDX | |
| Total Expense Ratio | 2.72 | 0.80 | 340% |
| Annual Report Gross Expense Ratio | 2.72 | 0.80 | 340% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -1.231 | 3.529 | -35% |
| 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 | 0.82 | 1,365% |
| Returns for 1 year | 2.87 | 5.04 | 57% |
| Returns for 3 years | 45.32 | 30.80 | 147% |
| Returns for 5 years | 46.42 | 23.37 | 199% |
| Returns for 10 years | 54.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers