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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$72.44
Change-$0.63 (-0.86%)
VolumeN/A
Net Assets158.87B
Artisan Global Opportunities Instl
Price$36.00
Change-$0.24 (-0.66%)
VolumeN/A
Net Assets2.02B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. APHRX (2.02B). ANWPX pays higher dividends than APHRX: ANWPX (0.47) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (53 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 : 12.26 vs. APHRX (-2.44). ANWPX return over 5 years is better than : 27.28 vs. APHRX (-3.17).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | 0.73 | 0.95 | 77% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 53 years | 14 years | - |
| Gain YTD | 16.632 | 9.589 | 173% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 2.02B | 7,871% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 12.26 | -2.44 | -503% |
| Returns for 3 years | 46.56 | 32.50 | 143% |
| Returns for 5 years | 27.28 | -3.17 | -860% |
| Returns for 10 years | 88.81 | 80.24 | 111% |
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