APDIX
Price
$33.36
Change
+$0.19 (+0.57%)
Updated
Jun 6 closing price
Net Assets
5.24B
RERFX
Price
$60.86
Change
+$0.19 (+0.31%)
Updated
Jun 6 closing price
Net Assets
133.45B
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APDIX vs RERFX

Header iconAPDIX vs RERFX Comparison
Open Charts APDIX vs RERFXBanner chart's image
Artisan International Advisor
Price$33.36
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets5.24B
American Funds EUPAC R5
Price$60.86
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
APDIX vs RERFX Comparison Chart
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APDIX vs. RERFX 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 RERFX is a Buy.

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FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 133B vs. APDIX (5.24B). RERFX pays higher dividends than APDIX: RERFX (1.32) vs APDIX (0.77). APDIX was incepted earlier than RERFX: APDIX (10 years) vs RERFX (23 years). APDIX (1.05) is less costly to investors than RERFX (0.52). APDIX is a more actively managed with annual turnover of: 83.27 vs. RERFX (30.00). RERFX has a lower initial minimum investment than APDIX: RERFX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 13.83 vs. RERFX (3.20). RERFX return over 5 years is better than : 20.07 vs. APDIX (13.74).
APDIXRERFXAPDIX / RERFX
Total Expense Ratio1.050.52202%
Annual Report Gross Expense Ratio1.050.52202%
Fund Existence10 years23 years-
Gain YTD24.33813.418181%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.24B133B4%
Annual Yield % from dividends0.771.3259%
Returns for 1 year13.833.20432%
Returns for 3 years36.7517.84206%
Returns for 5 years13.7420.0768%
Returns for 10 years17.3628.0962%
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