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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Artisan Global Opportunities Instl
Price$31.82
Change+$0.25 (+0.79%)
VolumeN/A
Net Assets2.16B
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
Apr 03, 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 Hold and APHRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. APHRX (2.16B). ANWPX pays higher dividends than APHRX: ANWPX (0.58) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (52 years) vs APHRX (14 years). APHRX (0.95) is less costly to investors than ANWPX (0.73). APHRX is a more actively managed with annual turnover of: 52.39 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than APHRX: ANWPX (250) vs APHRX (1000000). ANWPX annual gain was more profitable for investors over the last year : 2.90 vs. APHRX (-8.88). ANWPX return over 5 years is better than : 69.24 vs. APHRX (35.69).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | 0.73 | 0.95 | 77% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 52 years | 14 years | - |
| Gain YTD | -0.805 | -3.135 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.16B | 6,337% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.90 | -8.88 | -33% |
| Returns for 3 years | 3.96 | -3.40 | -117% |
| Returns for 5 years | 69.24 | 35.69 | 194% |
| Returns for 10 years | 64.54 | 64.66 | 100% |
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