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APDHX vs RPEBX
APDHX vs RPEBX Comparison
Open Charts APDHX vs RPEBX
Artisan Global Equity Advisor
Price$18.98
Change-$0.44 (-2.27%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$63.82
Change-$2.03 (-3.08%)
VolumeN/A
CapitalizationN/A
APDHX vs RPEBX Comparison Chart
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APDHX vs. RPEBX commentary
Dec 19, 2024
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: 149B vs. APDHX (178M). 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 : 21.61 vs. APDHX (10.50).
| 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 | 8.303 | 20.981 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 149B | 0% |
| Annual Yield % from dividends | 0.86 | 0.46 | 187% |
| Returns for 1 year | 10.50 | 21.61 | 49% |
| Returns for 3 years | -0.14 | 6.18 | -2% |
| Returns for 5 years | N/A | 42.95 | - |
| Returns for 10 years | N/A | 71.21 | - |
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