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APDHX vs FNPFX
APDHX vs FNPFX Comparison
Open Charts APDHX vs FNPFX
Artisan Global Equity Advisor
Price$20.89
Change+$0.23 (+1.11%)
VolumeN/A
Net Assets156.08M
American Funds New Perspective F3
Price$61.16
Change+$1.16 (+1.93%)
VolumeN/A
Net Assets134.95B
APDHX vs FNPFX Comparison Chart
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APDHX vs. FNPFX 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 APDHX is a StrongBuy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 135B vs. APDHX (156M). FNPFX pays higher dividends than APDHX: FNPFX (0.90) vs APDHX (0.80). APDHX was incepted earlier than FNPFX: APDHX (5 years) vs FNPFX (8 years). APDHX (2.09) is less costly to investors than FNPFX (0.41). APDHX is a more actively managed with annual turnover of: 136.55 vs. FNPFX (24.00). APDHX has a lower initial minimum investment than FNPFX: APDHX (250000) vs FNPFX (1000000). APDHX annual gain was more profitable for investors over the last year : 6.65 vs. FNPFX (4.64).
| APDHX | FNPFX | APDHX / FNPFX | |
| Total Expense Ratio | 1.25 | 0.41 | 305% |
| Annual Report Gross Expense Ratio | 2.09 | 0.41 | 510% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 9.832 | -1.514 | -650% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 135B | 0% |
| Annual Yield % from dividends | 0.80 | 0.90 | 89% |
| Returns for 1 year | 6.65 | 4.64 | 143% |
| Returns for 3 years | 28.04 | 12.34 | 227% |
| Returns for 5 years | N/A | 49.33 | - |
| Returns for 10 years | N/A | N/A | - |
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