Interact to see
Advertisement
Advertisement
APDSX vs NRGSX
APDSX vs NRGSX Comparison
Open Charts APDSX vs NRGSX
Artisan Small Cap Advisor
Price$36.73
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets1.03B
APDSX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APDSX vs. NRGSX commentary
Dec 27, 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 APDSX is a Buy and NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. APDSX (1.03B). NRGSX pays higher dividends than APDSX: NRGSX (0.07) vs APDSX (0.00). APDSX was incepted earlier than NRGSX: APDSX (9 years) vs NRGSX (13 years). APDSX (1.09) is less costly to investors than NRGSX (0.74). APDSX is a more actively managed with annual turnover of: 64.80 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than APDSX: NRGSX (0) vs APDSX (250000). APDSX annual gain was more profitable for investors over the last year : 0.46 vs. NRGSX (-17.12). NRGSX return over 5 years is better than : -21.07 vs. APDSX (-30.22).
| APDSX | NRGSX | APDSX / NRGSX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.09 | 0.74 | 147% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.001 | -15.822 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 8.21B | 12% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 0.46 | -17.12 | -3% |
| Returns for 3 years | 23.17 | 1.26 | 1,844% |
| Returns for 5 years | -30.22 | -21.07 | 143% |
| Returns for 10 years | N/A | 7.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement