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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets152.4B
Artisan Global Opportunities Instl
Price$33.97
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets2.04B
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
Jun 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 APHRX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 152B vs. APHRX (2.04B). ANWPX pays higher dividends than APHRX: ANWPX (0.53) 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 : 8.94 vs. APHRX (-4.66). ANWPX return over 5 years is better than : 48.42 vs. APHRX (13.61).
| 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 | 8.678 | 3.409 | 255% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 2.04B | 7,458% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | -4.66 | -192% |
| Returns for 3 years | 43.13 | 30.96 | 139% |
| Returns for 5 years | 48.42 | 13.61 | 356% |
| Returns for 10 years | 77.43 | 68.42 | 113% |
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