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APHHX vs RNPEX
APHHX vs RNPEX Comparison
Open Charts APHHX vs RNPEX
Artisan Global Equity Institutional
Price$20.96
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets176.17M
American Funds New Perspective R4
Price$63.72
Change-$0.77 (-1.19%)
VolumeN/A
Net Assets147.51B
APHHX vs RNPEX Comparison Chart
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APHHX vs. RNPEX commentary
Feb 23, 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 Hold and RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 148B vs. APHHX (176M). APHHX pays higher dividends than RNPEX: APHHX (1.00) vs RNPEX (0.83). APHHX was incepted earlier than RNPEX: APHHX (9 years) vs RNPEX (23 years). APHHX is a more actively managed with annual turnover of: 131.91 vs. RNPEX (17.00). 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 : 10.34 vs. APHHX (8.64). RNPEX return over 5 years is better than : 33.67 vs. APHHX (-0.36).
| APHHX | RNPEX | APHHX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.545 | 4.613 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 148B | 0% |
| Annual Yield % from dividends | 1.00 | 0.83 | 120% |
| Returns for 1 year | 8.64 | 10.34 | 84% |
| Returns for 3 years | 19.02 | 14.28 | 133% |
| Returns for 5 years | -0.36 | 33.67 | -1% |
| Returns for 10 years | N/A | 72.06 | - |
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