Ad is loading...
ANWPX vs APDRX
ANWPX vs APDRX Comparison
Open Charts ANWPX vs APDRX
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
Artisan Global Opportunities Advisor
Price$31.49
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets2.01B
ANWPX vs APDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. APDRX commentary
May 10, 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 Buy and APDRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. APDRX (2.01B). ANWPX pays higher dividends than APDRX: ANWPX (0.56) vs APDRX (0.00). ANWPX was incepted earlier than APDRX: ANWPX (52 years) vs APDRX (10 years). APDRX (1.05) is less costly to investors than ANWPX (0.73). APDRX is a more actively managed with annual turnover of: 52.39 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than APDRX: ANWPX (250) vs APDRX (250000). ANWPX annual gain was more profitable for investors over the last year : 5.39 vs. APDRX (-8.75). ANWPX return over 5 years is better than : 47.09 vs. APDRX (14.55).
| ANWPX | APDRX | ANWPX / APDRX | |
| Total Expense Ratio | 0.73 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.73 | 1.05 | 70% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 2.286 | -2.266 | -101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.01B | 7,068% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 5.39 | -8.75 | -62% |
| Returns for 3 years | 27.74 | 18.74 | 148% |
| Returns for 5 years | 47.09 | 14.55 | 324% |
| Returns for 10 years | 65.41 | 58.19 | 112% |
View a ticker or compare two or three
VS
VS
Ad is loading...