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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$61.11
Change+$1.17 (+1.95%)
VolumeN/A
Net Assets134.95B
Artisan Global Opportunities Instl
Price$31.56
Change+$0.69 (+2.24%)
VolumeN/A
Net Assets2.01B
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
Apr 25, 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: 135B vs. APHRX (2.01B). ANWPX pays higher dividends than APHRX: ANWPX (0.58) 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 : 4.32 vs. APHRX (-7.67). ANWPX return over 5 years is better than : 47.91 vs. APHRX (19.05).
| 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 | -1.610 | -3.927 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.01B | 6,720% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 4.32 | -7.67 | -56% |
| Returns for 3 years | 11.66 | 6.73 | 173% |
| Returns for 5 years | 47.91 | 19.05 | 252% |
| Returns for 10 years | 57.50 | 56.24 | 102% |
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