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APHHX vs RNPEX
APHHX vs RNPEX Comparison
Open Charts APHHX vs RNPEX
Artisan Global Equity Institutional
Price$19.73
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets156.08M
American Funds New Perspective R4
Price$56.27
Change-$1.24 (-2.16%)
VolumeN/A
Net Assets132.16B
APHHX vs RNPEX Comparison Chart
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APHHX vs. RNPEX commentary
Apr 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 APHHX is a Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 132B vs. APHHX (156M). APHHX pays higher dividends than RNPEX: APHHX (0.93) vs RNPEX (0.56). APHHX was incepted earlier than RNPEX: APHHX (9 years) vs RNPEX (23 years). APHHX (1.09) is less costly to investors than RNPEX (0.76). APHHX is a more actively managed with annual turnover of: 136.55 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than APHHX: RNPEX (250) vs APHHX (1000000). RNPEX annual gain was more profitable for investors over the last year : -1.86 vs. APHHX (-3.25). RNPEX return over 5 years is better than : 45.92 vs. APHHX (12.04).
| APHHX | RNPEX | APHHX / RNPEX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.09 | 0.76 | 143% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.175 | -5.582 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 132B | 0% |
| Annual Yield % from dividends | 0.93 | 0.56 | 166% |
| Returns for 1 year | -3.25 | -1.86 | 174% |
| Returns for 3 years | 16.10 | 3.29 | 489% |
| Returns for 5 years | 12.04 | 45.92 | 26% |
| Returns for 10 years | N/A | 52.78 | - |
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