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APFDX vs RSEBX
APFDX vs RSEBX Comparison
Open Charts APFDX vs RSEBX
Artisan Global Discovery Investor
Price$21.33
Change-$0.34 (-1.57%)
VolumeN/A
Net Assets226.71M
American Funds SMALLCAP World R2E
Price$65.18
Change-$1.07 (-1.62%)
VolumeN/A
Net Assets74.53B
APFDX vs RSEBX Comparison Chart
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APFDX vs. RSEBX commentary
May 23, 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 StrongBuy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 74.5B vs. APFDX (227M). RSEBX pays higher dividends than APFDX: RSEBX (0.22) 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 : 8.77 vs. RSEBX (-0.02). APFDX return over 5 years is better than : 39.23 vs. RSEBX (19.58).
| 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 | 1.668 | 0.231 | 723% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 74.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 8.77 | -0.02 | -48,074% |
| Returns for 3 years | 37.08 | 16.64 | 223% |
| Returns for 5 years | 39.23 | 19.58 | 200% |
| Returns for 10 years | N/A | 28.88 | - |
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