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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$72.66
Change-$0.69 (-0.94%)
VolumeN/A
Net Assets162.17B
Artisan Global Opportunities Instl
Price$35.95
Change-$0.43 (-1.18%)
VolumeN/A
Net Assets2.03B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Sep 26, 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 Hold and APHRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 162B vs. APHRX (2.03B). 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 : 11.62 vs. APHRX (-2.07). ANWPX return over 5 years is better than : 40.28 vs. APHRX (4.33).
| 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 | 16.986 | 10.746 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.03B | 7,976% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.62 | -2.07 | -561% |
| Returns for 3 years | 61.17 | 44.65 | 137% |
| Returns for 5 years | 40.28 | 4.33 | 930% |
| Returns for 10 years | 110.50 | 102.34 | 108% |
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