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APDHX vs RPEBX
APDHX vs RPEBX Comparison
Open Charts APDHX vs RPEBX
Artisan Global Equity Advisor
Price$20.54
Change-$0.62 (-2.93%)
VolumeN/A
Net Assets176.17M
American Funds New Perspective R2E
Price$59.56
Change-$1.91 (-3.11%)
VolumeN/A
Net Assets143.42B
APDHX vs RPEBX Comparison Chart
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APDHX vs. RPEBX commentary
Mar 11, 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: 143B vs. APDHX (176M). APDHX pays higher dividends than RPEBX: APDHX (0.79) vs RPEBX (0.13). 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 : 5.62 vs. RPEBX (4.93).
| 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 | 11.251 | 1.822 | 617% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 143B | 0% |
| Annual Yield % from dividends | 0.79 | 0.13 | 596% |
| Returns for 1 year | 5.62 | 4.93 | 114% |
| Returns for 3 years | 34.01 | 17.91 | 190% |
| Returns for 5 years | N/A | 42.42 | - |
| Returns for 10 years | N/A | 67.25 | - |