APDIX
Price
$34.22
Change
+$0.08 (+0.23%)
Updated
Jul 31 closing price
Net Assets
6.72B
RERCX
Price
$60.51
Change
+$0.39 (+0.65%)
Updated
Jul 31 closing price
Net Assets
140.66B
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APDIX vs RERCX

APDIX vs RERCX Comparison Chart in %
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APDIX vs. RERCX commentary
Aug 03, 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 Hold and RERCX is a Buy.

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FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 141B vs. APDIX (6.72B). 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 : 7.44 vs. APDIX (1.15). APDIX return over 5 years is better than : -1.95 vs. RERCX (-5.22).
APDIXRERCXAPDIX / RERCX
Total Expense Ratio1.051.1294%
Annual Report Gross Expense Ratio1.051.1294%
Fund Existence11 years24 years-
Gain YTD15.4133.524437%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.72B141B5%
Annual Yield % from dividends1.592.4565%
Returns for 1 year1.157.4416%
Returns for 3 years36.0616.62217%
Returns for 5 years-1.95-5.2237%
Returns for 10 years37.7242.7988%
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