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APDJX vs INSLX
APDJX vs INSLX Comparison
Open Charts APDJX vs INSLX
APDJX vs INSLX Comparison Chart in %
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APDJX vs. INSLX commentary
Jun 24, 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: 2.61B vs. INSLX (2.34B). INSLX pays higher dividends than APDJX: INSLX (1.76) vs APDJX (0.54). 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 : 6.29 vs. INSLX (-12.20). APDJX return over 5 years is better than : -6.49 vs. INSLX (-35.60).
| 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 | 3.321 | 0.420 | 792% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 2.34B | 112% |
| Annual Yield % from dividends | 0.54 | 1.76 | 31% |
| Returns for 1 year | 6.29 | -12.20 | -52% |
| Returns for 3 years | 19.40 | -10.15 | -191% |
| Returns for 5 years | -6.49 | -35.60 | 18% |
| Returns for 10 years | N/A | N/A | - |
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