Ad is loading...
ANWPX vs APHHX
ANWPX vs APHHX Comparison
Open Charts ANWPX vs APHHX
American Funds New Perspective A
Price$63.41
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
Artisan Global Equity Institutional
Price$22.26
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets156.08M
ANWPX vs APHHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. APHHX 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 APHHX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. APHHX (156M). APHHX pays higher dividends than ANWPX: APHHX (0.89) vs ANWPX (0.56). ANWPX was incepted earlier than APHHX: ANWPX (52 years) vs APHHX (10 years). APHHX (1.09) is less costly to investors than ANWPX (0.73). APHHX is a more actively managed with annual turnover of: 136.55 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than APHHX: ANWPX (250) vs APHHX (1000000). APHHX annual gain was more profitable for investors over the last year : 10.66 vs. ANWPX (5.73). ANWPX return over 5 years is better than : 46.81 vs. APHHX (16.74).
| ANWPX | APHHX | ANWPX / APHHX | |
| Total Expense Ratio | 0.73 | 1.09 | 67% |
| Annual Report Gross Expense Ratio | 0.73 | 1.09 | 67% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 2.093 | 15.277 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 156M | 91,026% |
| Annual Yield % from dividends | 0.56 | 0.89 | 63% |
| Returns for 1 year | 5.73 | 10.66 | 54% |
| Returns for 3 years | 28.47 | 48.43 | 59% |
| Returns for 5 years | 46.81 | 16.74 | 280% |
| Returns for 10 years | 64.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...