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APDHX vs RNPHX
APDHX vs RNPHX Comparison
Open Charts APDHX vs RNPHX
Artisan Global Equity Advisor
Price$20.89
Change+$0.23 (+1.11%)
VolumeN/A
Net Assets156.08M
American Funds New Perspective R5E
Price$60.48
Change+$1.15 (+1.94%)
VolumeN/A
Net Assets134.95B
APDHX vs RNPHX Comparison Chart
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APDHX vs. RNPHX 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 135B vs. APDHX (156M). APDHX (0.80) and RNPHX (0.76) have matching dividends . APDHX was incepted earlier than RNPHX: APDHX (5 years) vs RNPHX (9 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 : 6.65 vs. RNPHX (4.43).
| 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 | 9 years | - |
| Gain YTD | 9.832 | -1.562 | -629% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 135B | 0% |
| Annual Yield % from dividends | 0.80 | 0.76 | 105% |
| Returns for 1 year | 6.65 | 4.43 | 150% |
| Returns for 3 years | 28.04 | 11.90 | 236% |
| Returns for 5 years | N/A | 48.33 | - |
| Returns for 10 years | N/A | N/A | - |