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APHHX vs RNPEX
APHHX vs RNPEX Comparison
Open Charts APHHX vs RNPEX
Artisan Global Equity Institutional
Price$22.26
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets156.08M
American Funds New Perspective R4
Price$62.18
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
APHHX vs RNPEX Comparison Chart
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APHHX vs. RNPEX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. APHHX (156M). APHHX pays higher dividends than RNPEX: APHHX (0.89) vs RNPEX (0.55). APHHX was incepted earlier than RNPEX: APHHX (10 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). APHHX annual gain was more profitable for investors over the last year : 10.66 vs. RNPEX (5.60). RNPEX return over 5 years is better than : 46.11 vs. APHHX (16.74).
| APHHX | RNPEX | APHHX / RNPEX | |
| Total Expense Ratio | 1.09 | 0.76 | 143% |
| Annual Report Gross Expense Ratio | 1.09 | 0.76 | 143% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 15.277 | 2.085 | 733% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 142B | 0% |
| Annual Yield % from dividends | 0.89 | 0.55 | 164% |
| Returns for 1 year | 10.66 | 5.60 | 190% |
| Returns for 3 years | 48.43 | 28.15 | 172% |
| Returns for 5 years | 16.74 | 46.11 | 36% |
| Returns for 10 years | N/A | 63.18 | - |
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