APDIX
Price
$34.03
Change
+$0.02 (+0.06%)
Updated
Aug 21 closing price
Net Assets
6.82B
RERCX
Price
$62.88
Change
+$0.72 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
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APDIX vs RERCX

APDIX vs RERCX Comparison Chart in %
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APDIX vs. RERCX commentary
Aug 23, 2026

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 137B vs. APDIX (6.83B). RERCX pays higher dividends than APDIX: RERCX (2.45) vs APDIX (1.59). APDIX was incepted earlier than RERCX: APDIX (11 years) vs RERCX (24 years). RERCX (1.12) is less costly to investors than APDIX (1.05). APDIX is a more actively managed with annual turnover of: 111.26 vs. RERCX (50.00). RERCX has a lower initial minimum investment than APDIX: RERCX (250) vs APDIX (250000). RERCX annual gain was more profitable for investors over the last year : 7.82 vs. APDIX (-0.85). RERCX return over 5 years is better than : -1.11 vs. APDIX (-3.37).
APDIXRERCXAPDIX / RERCX
Total Expense Ratio1.051.1294%
Annual Report Gross Expense Ratio1.051.1294%
Fund Existence11 years24 years-
Gain YTD14.7727.579195%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.83B137B5%
Annual Yield % from dividends1.592.4565%
Returns for 1 year-0.857.82-11%
Returns for 3 years38.8128.18138%
Returns for 5 years-3.37-1.11303%
Returns for 10 years34.2144.0478%
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