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APDSX vs NRGSX
APDSX vs NRGSX Comparison
Open Charts APDSX vs NRGSX
Artisan Small Cap Advisor
Price$37.83
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets967.63M
APDSX vs NRGSX Comparison Chart in %
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APDSX vs. NRGSX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. APDSX (968M). NRGSX pays higher dividends than APDSX: NRGSX (0.48) 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 : 2.52 vs. NRGSX (-12.75). NRGSX return over 5 years is better than : -23.10 vs. APDSX (-31.66).
| 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 | 5.523 | 5.452 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 8.49B | 11% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 2.52 | -12.75 | -20% |
| Returns for 3 years | 14.39 | -6.33 | -227% |
| Returns for 5 years | -31.66 | -23.10 | 137% |
| Returns for 10 years | N/A | 24.83 | - |
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