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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Artisan Global Opportunities Instl
Price$33.24
Change-$0.97 (-2.84%)
VolumeN/A
CapitalizationN/A
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
Dec 19, 2024
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: 149B vs. APHRX (2.55B). ANWPX pays higher dividends than APHRX: ANWPX (0.83) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (52 years) vs APHRX (13 years). APHRX is a more actively managed with annual turnover of: 34.14 vs. ANWPX (17.00). 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 : 23.15 vs. APHRX (9.16). ANWPX return over 5 years is better than : 41.49 vs. APHRX (23.64).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 13 years | - |
| Gain YTD | 21.538 | 7.579 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.55B | 5,852% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 9.16 | 253% |
| Returns for 3 years | 7.41 | -6.73 | -110% |
| Returns for 5 years | 41.49 | 23.64 | 176% |
| Returns for 10 years | 77.49 | 85.64 | 90% |
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