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APDHX vs RPEBX
APDHX vs RPEBX Comparison
Open Charts APDHX vs RPEBX
Artisan Global Equity Advisor
Price$19.13
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets169.31M
American Funds New Perspective R2E
Price$61.60
Change+$0.39 (+0.64%)
VolumeN/A
Net Assets144.81B
APDHX vs RPEBX Comparison Chart
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APDHX vs. RPEBX 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 APDHX is a StrongBuy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. APDHX (169M). APDHX pays higher dividends than RPEBX: APDHX (0.86) vs RPEBX (0.46). APDHX was incepted earlier than RPEBX: APDHX (4 years) vs RPEBX (10 years). APDHX is a more actively managed with annual turnover of: 131.91 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than APDHX: RPEBX (250) vs APDHX (250000). RPEBX annual gain was more profitable for investors over the last year : 14.72 vs. APDHX (6.61).
| APDHX | RPEBX | APDHX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -0.053 | 2.037 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 145B | 0% |
| Annual Yield % from dividends | 0.86 | 0.46 | 187% |
| Returns for 1 year | 6.61 | 14.72 | 45% |
| Returns for 3 years | 3.28 | 1.17 | 281% |
| Returns for 5 years | N/A | 29.02 | - |
| Returns for 10 years | N/A | 71.73 | - |
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