Interact to see
Advertisement
Advertisement
APDJX vs INSLX
APDJX vs INSLX Comparison
Open Charts APDJX vs INSLX
APDJX vs INSLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APDJX vs. INSLX commentary
Jul 14, 2026
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: 2.54B vs. INSLX (2.35B). INSLX pays higher dividends than APDJX: INSLX (1.78) vs APDJX (0.55). APDJX was incepted earlier than INSLX: APDJX (8 years) vs INSLX (7 years). APDJX (1.16) is less costly to investors than INSLX (1.08). INSLX is a more actively managed with annual turnover of: 52.00 vs. APDJX (34.42). 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 : 6.24 vs. INSLX (-13.83). APDJX return over 5 years is better than : -4.08 vs. INSLX (-36.68).
| APDJX | INSLX | APDJX / INSLX | |
| Total Expense Ratio | 1.16 | 1.08 | 107% |
| Annual Report Gross Expense Ratio | 1.16 | 1.08 | 107% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 6.227 | 2.182 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 2.35B | 108% |
| Annual Yield % from dividends | 0.55 | 1.78 | 31% |
| Returns for 1 year | 6.24 | -13.83 | -45% |
| Returns for 3 years | 18.04 | -11.91 | -151% |
| Returns for 5 years | -4.08 | -36.68 | 11% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers