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APDJX vs INSLX
APDJX vs INSLX Comparison
Open Charts APDJX vs INSLX
Artisan International Small-Mid Advisor
Price$17.16
Change-$0.45 (-2.56%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$36.95
Change-$0.77 (-2.04%)
VolumeN/A
CapitalizationN/A
APDJX vs INSLX Comparison Chart
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APDJX vs. INSLX commentary
Dec 19, 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 APDJX is a Hold and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APDJX has more cash in the bank: 4.57B vs. INSLX (3.73B). INSLX pays higher dividends than APDJX: INSLX (1.19) vs APDJX (0.00). APDJX was incepted earlier than INSLX: APDJX (6 years) vs INSLX (6 years). APDJX (26.46) and INSLX (26.00) have comparable annual turnover. APDJX has a lower initial minimum investment than INSLX: APDJX (250000) vs INSLX (1000000). APDJX annual gain was more profitable for investors over the last year : 3.82 vs. INSLX (-8.52). APDJX return over 5 years is better than : 17.20 vs. INSLX (-18.47).
| APDJX | INSLX | APDJX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.195 | -11.246 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 3.73B | 122% |
| Annual Yield % from dividends | 0.00 | 1.19 | 0% |
| Returns for 1 year | 3.82 | -8.52 | -45% |
| Returns for 3 years | -9.95 | -28.82 | 35% |
| Returns for 5 years | 17.20 | -18.47 | -93% |
| Returns for 10 years | N/A | N/A | - |
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