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ANWPX vs APHHX
ANWPX vs APHHX Comparison
Open Charts ANWPX vs APHHX
American Funds New Perspective A
Price$63.02
Change+$0.60 (+0.96%)
VolumeN/A
CapitalizationN/A
Artisan Global Equity Institutional
Price$19.37
Change+$0.09 (+0.47%)
VolumeN/A
CapitalizationN/A
ANWPX vs APHHX Comparison Chart
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ANWPX vs. APHHX commentary
Dec 24, 2024
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 APHHX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. APHHX (178M). APHHX pays higher dividends than ANWPX: APHHX (1.00) vs ANWPX (0.83). ANWPX was incepted earlier than APHHX: ANWPX (52 years) vs APHHX (9 years). APHHX is a more actively managed with annual turnover of: 131.91 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than APHHX: ANWPX (250) vs APHHX (1000000). ANWPX annual gain was more profitable for investors over the last year : 14.06 vs. APHHX (7.28). ANWPX return over 5 years is better than : 36.01 vs. APHHX (-2.95).
| ANWPX | APHHX | ANWPX / APHHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | 13.370 | 6.753 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 178M | 80,337% |
| Annual Yield % from dividends | 0.83 | 1.00 | 83% |
| Returns for 1 year | 14.06 | 7.28 | 193% |
| Returns for 3 years | -3.22 | -5.05 | 64% |
| Returns for 5 years | 36.01 | -2.95 | -1,219% |
| Returns for 10 years | 75.05 | N/A | - |