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ANWPX vs APHHX
ANWPX vs APHHX Comparison
Open Charts ANWPX vs APHHX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Artisan Global Equity Institutional
Price$24.25
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets150.9M
ANWPX vs APHHX Comparison Chart
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ANWPX vs. APHHX commentary
Jun 07, 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: 150B vs. APHHX (151M). APHHX pays higher dividends than ANWPX: APHHX (0.82) vs ANWPX (0.53). 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 : 17.66 vs. ANWPX (9.34). ANWPX return over 5 years is better than : 44.14 vs. APHHX (17.74).
| 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 | 8.920 | 25.583 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 151M | 99,338% |
| Annual Yield % from dividends | 0.53 | 0.82 | 64% |
| Returns for 1 year | 9.34 | 17.66 | 53% |
| Returns for 3 years | 28.95 | 44.36 | 65% |
| Returns for 5 years | 44.14 | 17.74 | 249% |
| Returns for 10 years | 78.75 | N/A | - |
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