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APDIX vs RERCX
APDIX vs RERCX Comparison
Open Charts APDIX vs RERCX
Artisan International Advisor
Price$34.68
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R3
Price$60.22
Change+$0.31 (+0.52%)
VolumeN/A
Net Assets133.49B
APDIX vs RERCX Comparison Chart in %
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APDIX vs. RERCX commentary
Sep 08, 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 APDIX is a Buy and RERCX is a Hold.
FUNDAMENTALS
Fundamentals
RERCX has more cash in the bank: 133B vs. APDIX (5.76B). APDIX pays higher dividends than RERCX: APDIX (0.73) vs RERCX (0.49). APDIX was incepted earlier than RERCX: APDIX (10 years) vs RERCX (23 years). RERCX (1.12) is less costly to investors than APDIX (1.05). APDIX is a more actively managed with annual turnover of: 83.27 vs. RERCX (35.00). RERCX has a lower initial minimum investment than APDIX: RERCX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 16.75 vs. RERCX (8.17). APDIX (10.35) and RERCX (10.06) have equivalent 5 years return.
| APDIX | RERCX | APDIX / RERCX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.05 | 1.12 | 94% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 29.855 | 15.452 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 133B | 4% |
| Annual Yield % from dividends | 0.73 | 0.49 | 149% |
| Returns for 1 year | 16.75 | 8.17 | 205% |
| Returns for 3 years | 61.09 | 34.15 | 179% |
| Returns for 5 years | 10.35 | 10.06 | 103% |
| Returns for 10 years | 36.59 | 37.47 | 98% |
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