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APDJX vs INSLX
APDJX vs INSLX Comparison
Open Charts APDJX vs INSLX
Artisan International Small-Mid Advisor
Price$16.65
Change-$0.43 (-2.52%)
VolumeN/A
Net Assets4.14B
Invesco International Small-Mid Com R5
Price$37.19
Change-$0.61 (-1.61%)
VolumeN/A
Net Assets3.38B
APDJX vs INSLX Comparison Chart
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APDJX vs. INSLX commentary
Apr 04, 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 APDJX is a Hold and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
APDJX has more cash in the bank: 4.14B vs. INSLX (3.38B). INSLX pays higher dividends than APDJX: INSLX (1.74) vs APDJX (0.05). APDJX was incepted earlier than INSLX: APDJX (6 years) vs INSLX (6 years). APDJX (1.15) is less costly to investors than INSLX (1.06). APDJX is a more actively managed with annual turnover of: 33.05 vs. INSLX (21.00). 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 : -6.84 vs. INSLX (-10.77). APDJX return over 5 years is better than : 44.62 vs. INSLX (8.00).
| APDJX | INSLX | APDJX / INSLX | |
| Total Expense Ratio | 1.15 | 1.06 | 108% |
| Annual Report Gross Expense Ratio | 1.15 | 1.06 | 108% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -3.198 | 2.723 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 3.38B | 122% |
| Annual Yield % from dividends | 0.05 | 1.74 | 3% |
| Returns for 1 year | -6.84 | -10.77 | 63% |
| Returns for 3 years | -9.25 | -18.94 | 49% |
| Returns for 5 years | 44.62 | 8.00 | 558% |
| Returns for 10 years | N/A | N/A | - |
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