Ad is loading...
ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Artisan Global Opportunities Instl
Price$33.58
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets2.3B
ANWPX vs APHRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. APHRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. APHRX (2.31B). 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 : 15.42 vs. APHRX (5.46). ANWPX return over 5 years is better than : 32.08 vs. APHRX (16.19).
| 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 | 2.061 | 2.222 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 2.31B | 6,291% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 5.46 | 282% |
| Returns for 3 years | 2.45 | -3.42 | -72% |
| Returns for 5 years | 32.08 | 16.19 | 198% |
| Returns for 10 years | 78.32 | 84.62 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...