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APDHX vs RNPHX
APDHX vs RNPHX Comparison
Open Charts APDHX vs RNPHX
Artisan Global Equity Advisor
Price$23.81
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets150.9M
American Funds New Perspective R5E
Price$66.57
Change-$0.24 (-0.36%)
VolumeN/A
Net Assets150.71B
APDHX vs RNPHX Comparison Chart
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APDHX vs. RNPHX commentary
Jun 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 APDHX is a StrongBuy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. APDHX (151M). APDHX (0.71) and RNPHX (0.70) have matching dividends . APDHX was incepted earlier than RNPHX: APDHX (5 years) vs RNPHX (10 years). APDHX (2.09) is less costly to investors than RNPHX (0.56). APDHX is a more actively managed with annual turnover of: 136.55 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than APDHX: RNPHX (250) vs APDHX (250000). APDHX annual gain was more profitable for investors over the last year : 17.74 vs. RNPHX (9.40).
| APDHX | RNPHX | APDHX / RNPHX | |
| Total Expense Ratio | 1.25 | 0.56 | 223% |
| Annual Report Gross Expense Ratio | 2.09 | 0.56 | 373% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 25.184 | 8.740 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 151B | 0% |
| Annual Yield % from dividends | 0.71 | 0.70 | 102% |
| Returns for 1 year | 17.74 | 9.40 | 189% |
| Returns for 3 years | 46.46 | 29.71 | 156% |
| Returns for 5 years | N/A | 44.22 | - |
| Returns for 10 years | N/A | N/A | - |