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ANWPX vs APHHX
ANWPX vs APHHX Comparison
Open Charts ANWPX vs APHHX
American Funds New Perspective A
Price$58.41
Change+$1.02 (+1.78%)
VolumeN/A
Net Assets131.58B
Artisan Global Equity Institutional
Price$20.17
Change+$0.44 (+2.23%)
VolumeN/A
Net Assets156.08M
ANWPX vs APHHX Comparison Chart
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ANWPX vs. APHHX commentary
Apr 14, 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: 132B vs. APHHX (156M). APHHX pays higher dividends than ANWPX: APHHX (0.93) vs ANWPX (0.58). 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 : -1.14 vs. ANWPX (-2.64). ANWPX return over 5 years is better than : 46.03 vs. APHHX (14.54).
| 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 | -5.957 | 4.454 | -134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 156M | 84,615% |
| Annual Yield % from dividends | 0.58 | 0.93 | 62% |
| Returns for 1 year | -2.64 | -1.14 | 231% |
| Returns for 3 years | 3.77 | 18.56 | 20% |
| Returns for 5 years | 46.03 | 14.54 | 317% |
| Returns for 10 years | 53.30 | N/A | - |
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