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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets149.3B
Artisan Global Opportunities Instl
Price$33.85
Change-$0.47 (-1.37%)
VolumeN/A
Net Assets2.38B
ANWPX vs APHRX Comparison Chart
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ANWPX vs. APHRX commentary
Feb 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 StrongBuy and APHRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. APHRX (2.38B). ANWPX pays higher dividends than APHRX: ANWPX (0.83) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (52 years) vs APHRX (14 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 : 10.46 vs. APHRX (-0.15). ANWPX return over 5 years is better than : 34.30 vs. APHRX (15.18).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 14 years | - |
| Gain YTD | 4.605 | 3.044 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.38B | 6,271% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | -0.15 | -7,089% |
| Returns for 3 years | 14.59 | 4.70 | 310% |
| Returns for 5 years | 34.30 | 15.18 | 226% |
| Returns for 10 years | 73.51 | 74.99 | 98% |
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