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ANWPX vs APHHX
ANWPX vs APHHX Comparison
Open Charts ANWPX vs APHHX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Artisan Global Equity Institutional
Price$20.96
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets176.17M
ANWPX vs APHHX Comparison Chart
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ANWPX vs. APHHX commentary
Feb 23, 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 StrongBuy and APHHX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. APHHX (176M). 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 : 10.46 vs. APHHX (8.64). ANWPX return over 5 years is better than : 34.30 vs. APHHX (-0.36).
| 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 | 4.605 | 8.545 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 176M | 84,091% |
| Annual Yield % from dividends | 0.83 | 1.00 | 83% |
| Returns for 1 year | 10.46 | 8.64 | 121% |
| Returns for 3 years | 14.59 | 19.02 | 77% |
| Returns for 5 years | 34.30 | -0.36 | -9,450% |
| Returns for 10 years | 73.51 | N/A | - |
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