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APDIX vs RERCX
APDIX vs RERCX Comparison
Open Charts APDIX vs RERCX
Artisan International Advisor
Price$33.36
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets5.24B
American Funds EUPAC R3
Price$59.01
Change+$0.18 (+0.31%)
VolumeN/A
Net Assets133.45B
APDIX vs RERCX Comparison Chart
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APDIX vs. RERCX commentary
Jun 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 APDIX is a Buy and RERCX is a Buy.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 133B vs. APDIX (5.24B). RERCX (0.78) and APDIX (0.77) have matching dividends . APDIX was incepted earlier than RERCX: APDIX (10 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than APDIX (1.05). APDIX is a more actively managed with annual turnover of: 83.27 vs. RERCX (30.00). RERCX has a lower initial minimum investment than APDIX: RERCX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 13.83 vs. RERCX (2.42). RERCX return over 5 years is better than : 17.00 vs. APDIX (13.74).
| APDIX | RERCX | APDIX / RERCX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.05 | 1.12 | 94% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 24.338 | 13.133 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 133B | 4% |
| Annual Yield % from dividends | 0.77 | 0.78 | 99% |
| Returns for 1 year | 13.83 | 2.42 | 572% |
| Returns for 3 years | 36.75 | 16.00 | 230% |
| Returns for 5 years | 13.74 | 17.00 | 81% |
| Returns for 10 years | 17.36 | 24.20 | 72% |