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APDIX vs RERFX
APDIX vs RERFX Comparison
Open Charts APDIX vs RERFX
Artisan International Advisor
Price$27.45
Change-$0.13 (-0.47%)
VolumeN/A
CapitalizationN/A
American Funds Europacific Growth R5
Price$58.02
Change-$0.20 (-0.34%)
VolumeN/A
CapitalizationN/A
APDIX vs RERFX Comparison Chart
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APDIX vs. RERFX commentary
Dec 18, 2024
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 RERFX is a StrongSell.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 132B vs. APDIX (5.19B). RERFX pays higher dividends than APDIX: RERFX (1.79) vs APDIX (1.11). APDIX was incepted earlier than RERFX: APDIX (10 years) vs RERFX (23 years). APDIX is a more actively managed with annual turnover of: 76.96 vs. RERFX (34.00). RERFX has a lower initial minimum investment than APDIX: RERFX (250) vs APDIX (250000). RERFX annual gain was more profitable for investors over the last year : 8.84 vs. APDIX (5.80). RERFX return over 5 years is better than : 9.66 vs. APDIX (-12.26).
| APDIX | RERFX | APDIX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.852 | 6.652 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 132B | 4% |
| Annual Yield % from dividends | 1.11 | 1.79 | 62% |
| Returns for 1 year | 5.80 | 8.84 | 66% |
| Returns for 3 years | -2.18 | -4.42 | 49% |
| Returns for 5 years | -12.26 | 9.66 | -127% |
| Returns for 10 years | N/A | 28.51 | - |
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