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APDIX vs RERFX
APDIX vs RERFX Comparison
Open Charts APDIX vs RERFX
Artisan International Advisor
Price$34.41
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R5
Price$60.71
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets133.72B
APDIX vs RERFX Comparison Chart in %
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APDIX vs. RERFX commentary
Jul 20, 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 Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 134B vs. APDIX (5.76B). RERFX pays higher dividends than APDIX: RERFX (0.90) vs APDIX (0.74). 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 (35.00). 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 : 16.14 vs. RERFX (4.49). RERFX return over 5 years is better than : 15.33 vs. APDIX (11.00).
| APDIX | RERFX | APDIX / RERFX | |
| Total Expense Ratio | 1.05 | 0.52 | 202% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 27.581 | 13.045 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 134B | 4% |
| Annual Yield % from dividends | 0.74 | 0.90 | 82% |
| Returns for 1 year | 16.14 | 4.49 | 359% |
| Returns for 3 years | 58.91 | 31.42 | 187% |
| Returns for 5 years | 11.00 | 15.33 | 72% |
| Returns for 10 years | 19.89 | 25.26 | 79% |