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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Artisan Global Opportunities Instl
Price$35.63
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets2.11B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Aug 17, 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: 159B vs. APHRX (2.11B). ANWPX pays higher dividends than APHRX: ANWPX (0.50) 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 : 13.69 vs. APHRX (-0.11). ANWPX return over 5 years is better than : 38.60 vs. APHRX (3.61).
| 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 | 15.408 | 8.463 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 2.11B | 7,546% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.69 | -0.11 | -12,213% |
| Returns for 3 years | 34.68 | 17.32 | 200% |
| Returns for 5 years | 38.60 | 3.61 | 1,071% |
| Returns for 10 years | 88.12 | 77.00 | 114% |
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