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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$71.57
Change+$0.49 (+0.69%)
VolumeN/A
Net Assets158.47B
Artisan Global Opportunities Instl
Price$35.90
Change+$0.34 (+0.96%)
VolumeN/A
Net Assets2.11B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Sep 06, 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: 158B vs. APHRX (2.11B). ANWPX pays higher dividends than APHRX: ANWPX (0.50) 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 : 14.28 vs. APHRX (0.87). ANWPX return over 5 years is better than : 34.88 vs. APHRX (3.46).
| 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 | 15.231 | 9.285 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 2.11B | 7,499% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 14.28 | 0.87 | 1,639% |
| Returns for 3 years | 47.68 | 31.21 | 153% |
| Returns for 5 years | 34.88 | 3.46 | 1,009% |
| Returns for 10 years | 102.73 | 94.18 | 109% |
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