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APHDX vs RSEBX
APHDX vs RSEBX Comparison
Open Charts APHDX vs RSEBX
Artisan Global Discovery Institutional
Price$22.85
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World R2E
Price$71.11
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets80.31B
APHDX vs RSEBX Comparison Chart in %
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APHDX vs. RSEBX commentary
Aug 17, 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 APHDX is a StrongBuy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.3B vs. APHDX (236M). RSEBX pays higher dividends than APHDX: RSEBX (0.23) vs APHDX (0.00). APHDX was incepted earlier than RSEBX: APHDX (6 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than APHDX (1.10). APHDX is a more actively managed with annual turnover of: 58.22 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than APHDX: RSEBX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 14.94 vs. RSEBX (9.79). APHDX return over 5 years is better than : 27.30 vs. RSEBX (12.50).
| APHDX | RSEBX | APHDX / RSEBX | |
| Total Expense Ratio | 1.10 | 1.45 | 76% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 7.479 | 9.389 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 14.94 | 9.79 | 153% |
| Returns for 3 years | 30.13 | 20.18 | 149% |
| Returns for 5 years | 27.30 | 12.50 | 218% |
| Returns for 10 years | N/A | 44.85 | - |
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