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APDHX vs RPEBX
APDHX vs RPEBX Comparison
Open Charts APDHX vs RPEBX
Artisan Global Equity Advisor
Price$20.89
Change+$0.23 (+1.11%)
VolumeN/A
Net Assets156.08M
American Funds New Perspective R2E
Price$59.30
Change+$1.13 (+1.94%)
VolumeN/A
Net Assets134.95B
APDHX vs RPEBX Comparison Chart
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APDHX vs. RPEBX 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 RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 135B vs. APDHX (156M). APDHX pays higher dividends than RPEBX: APDHX (0.80) vs RPEBX (0.14). APDHX was incepted earlier than RPEBX: APDHX (5 years) vs RPEBX (11 years). APDHX (2.09) is less costly to investors than RPEBX (1.21). APDHX is a more actively managed with annual turnover of: 136.55 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than APDHX: RPEBX (250) vs APDHX (250000). APDHX annual gain was more profitable for investors over the last year : 6.65 vs. RPEBX (3.67).
| APDHX | RPEBX | APDHX / RPEBX | |
| Total Expense Ratio | 1.25 | 1.21 | 103% |
| Annual Report Gross Expense Ratio | 2.09 | 1.21 | 173% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 9.832 | -1.772 | -555% |
| 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 | 0.14 | 570% |
| Returns for 1 year | 6.65 | 3.67 | 181% |
| Returns for 3 years | 28.04 | 10.26 | 273% |
| Returns for 5 years | N/A | 44.47 | - |
| Returns for 10 years | N/A | 51.44 | - |
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