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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$65.99
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
Artisan Global Opportunities Instl
Price$33.33
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets2.01B
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
May 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 Buy and APHRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. APHRX (2.01B). ANWPX pays higher dividends than APHRX: ANWPX (0.56) 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 : 7.55 vs. APHRX (-6.59). ANWPX return over 5 years is better than : 50.73 vs. APHRX (16.54).
| 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 | 6.247 | 1.461 | 428% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.01B | 7,349% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 7.55 | -6.59 | -115% |
| Returns for 3 years | 30.85 | 21.07 | 146% |
| Returns for 5 years | 50.73 | 16.54 | 307% |
| Returns for 10 years | 70.04 | 63.23 | 111% |