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ANWPX vs APDHX
ANWPX vs APDHX Comparison
Open Charts ANWPX vs APDHX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Artisan Global Equity Advisor
Price$20.37
Change-$0.21 (-1.02%)
VolumeN/A
Net Assets178.06M
ANWPX vs APDHX Comparison Chart
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ANWPX vs. APDHX commentary
Apr 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 ANWPX is a Hold and APDHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. APDHX (178M). APDHX pays higher dividends than ANWPX: APDHX (0.80) vs ANWPX (0.58). ANWPX was incepted earlier than APDHX: ANWPX (52 years) vs APDHX (5 years). APDHX (2.09) is less costly to investors than ANWPX (0.73). APDHX is a more actively managed with annual turnover of: 136.55 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than APDHX: ANWPX (250) vs APDHX (250000). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. APDHX (0.83).
| ANWPX | APDHX | ANWPX / APDHX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 2.09 | 35% |
| Fund Existence | 52 years | 5 years | - |
| Gain YTD | -0.805 | 7.098 | -11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 178M | 78,090% |
| Annual Yield % from dividends | 0.58 | 0.80 | 72% |
| Returns for 1 year | 2.39 | 0.83 | 288% |
| Returns for 3 years | 2.60 | 16.45 | 16% |
| Returns for 5 years | 69.24 | N/A | - |
| Returns for 10 years | 63.30 | N/A | - |