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APITX vs RSEBX
APITX vs RSEBX Comparison
Open Charts APITX vs RSEBX
American Funds SMALLCAP World R2E
Price$65.18
Change-$1.07 (-1.62%)
VolumeN/A
Net Assets74.53B
APITX vs RSEBX Comparison Chart
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APITX vs. RSEBX commentary
May 22, 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 APITX is a Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 74.5B vs. APITX (88.1M). RSEBX pays higher dividends than APITX: RSEBX (0.22) vs APITX (0.00). APITX was incepted earlier than RSEBX: APITX (40 years) vs RSEBX (11 years). APITX (2.39) is less costly to investors than RSEBX (1.45). APITX is a more actively managed with annual turnover of: 52.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than APITX: RSEBX (250) vs APITX (1000). APITX annual gain was more profitable for investors over the last year : 1.85 vs. RSEBX (-0.02). RSEBX return over 5 years is better than : 19.58 vs. APITX (8.00).
| APITX | RSEBX | APITX / RSEBX | |
| Total Expense Ratio | 2.01 | 1.45 | 139% |
| Annual Report Gross Expense Ratio | 2.39 | 1.45 | 165% |
| Fund Existence | 40 years | 11 years | - |
| Gain YTD | 0.955 | 0.231 | 414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 74.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 1.85 | -0.02 | -10,117% |
| Returns for 3 years | 28.96 | 16.64 | 174% |
| Returns for 5 years | 8.00 | 19.58 | 41% |
| Returns for 10 years | -9.29 | 28.88 | -32% |
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