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APDIX vs RERFX
APDIX vs RERFX Comparison
Open Charts APDIX vs RERFX
Artisan International Advisor
Price$34.75
Change-$0.15 (-0.43%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R5
Price$62.07
Change-$0.23 (-0.37%)
VolumeN/A
Net Assets134.64B
APDIX vs RERFX Comparison Chart in %
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APDIX vs. RERFX commentary
Sep 01, 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.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. APDIX (5.76B). RERFX pays higher dividends than APDIX: RERFX (0.88) vs APDIX (0.73). 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 : 14.89 vs. RERFX (5.64). RERFX return over 5 years is better than : 10.34 vs. APDIX (7.16).
| 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 | 29.519 | 15.673 | 188% |
| 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 | 135B | 4% |
| Annual Yield % from dividends | 0.73 | 0.88 | 82% |
| Returns for 1 year | 14.89 | 5.64 | 264% |
| Returns for 3 years | 57.38 | 32.42 | 177% |
| Returns for 5 years | 7.16 | 10.34 | 69% |
| Returns for 10 years | 39.55 | 43.71 | 90% |
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