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APFDX vs RSEBX
APFDX vs RSEBX Comparison
Open Charts APFDX vs RSEBX
Artisan Global Discovery Investor
Price$20.44
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets254.03M
American Funds SMALLCAP World R2E
Price$61.67
Change+$0.79 (+1.30%)
VolumeN/A
Net Assets68.86B
APFDX vs RSEBX Comparison Chart
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APFDX vs. RSEBX commentary
Apr 03, 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 APFDX is a Hold and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 68.9B vs. APFDX (254M). RSEBX pays higher dividends than APFDX: RSEBX (0.23) vs APFDX (0.00). APFDX was incepted earlier than RSEBX: APFDX (8 years) vs RSEBX (11 years). APFDX (1.45) and RSEBX (1.45) have similar cost to investors . APFDX is a more actively managed with annual turnover of: 50.02 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than APFDX: RSEBX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 5.42 vs. RSEBX (-4.98). APFDX return over 5 years is better than : 70.19 vs. RSEBX (47.10).
| APFDX | RSEBX | APFDX / RSEBX | |
| Total Expense Ratio | 1.41 | 1.45 | 97% |
| Annual Report Gross Expense Ratio | 1.45 | 1.45 | 100% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -2.574 | -5.167 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 68.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 5.42 | -4.98 | -109% |
| Returns for 3 years | 7.47 | -6.23 | -120% |
| Returns for 5 years | 70.19 | 47.10 | 149% |
| Returns for 10 years | N/A | 28.92 | - |
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