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APHDX vs RSEBX
APHDX vs RSEBX Comparison
Open Charts APHDX vs RSEBX
Artisan Global Discovery Institutional
Price$22.69
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World R2E
Price$70.45
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets78.69B
APHDX vs RSEBX Comparison Chart in %
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APHDX vs. RSEBX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 78.7B vs. APHDX (237M). RSEBX pays higher dividends than APHDX: RSEBX (0.23) vs APHDX (0.00). APHDX was incepted earlier than RSEBX: APHDX (5 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 : 16.48 vs. RSEBX (9.90). APHDX return over 5 years is better than : 35.79 vs. RSEBX (18.70).
| APHDX | RSEBX | APHDX / RSEBX | |
| Total Expense Ratio | 1.10 | 1.45 | 76% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 6.726 | 8.373 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 78.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 16.48 | 9.90 | 166% |
| Returns for 3 years | 49.47 | 33.34 | 148% |
| Returns for 5 years | 35.79 | 18.70 | 191% |
| Returns for 10 years | N/A | 41.22 | - |
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