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APHIX vs RERBX
APHIX vs RERBX Comparison
Open Charts APHIX vs RERBX
Artisan International Institutional
Price$26.95
Change-$1.17 (-4.16%)
VolumeN/A
Net Assets5.26B
American Funds Europacific Growth R2
Price$46.67
Change-$1.29 (-2.69%)
VolumeN/A
Net Assets114.24B
APHIX vs RERBX Comparison Chart
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APHIX vs. RERBX commentary
Apr 08, 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 APHIX is a Hold and RERBX is a Hold.
FUNDAMENTALS
Fundamentals
RERBX has more cash in the bank: 114B vs. APHIX (5.27B). APHIX pays higher dividends than RERBX: APHIX (0.90) vs RERBX (0.48). APHIX was incepted earlier than RERBX: APHIX (28 years) vs RERBX (23 years). RERBX (1.56) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 83.27 vs. RERBX (30.00). RERBX has a lower initial minimum investment than APHIX: RERBX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : -2.91 vs. RERBX (-12.69). RERBX return over 5 years is better than : 23.59 vs. APHIX (17.72).
| APHIX | RERBX | APHIX / RERBX | |
| Total Expense Ratio | 0.96 | 1.56 | 62% |
| Annual Report Gross Expense Ratio | 0.96 | 1.56 | 62% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 3.649 | -5.683 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 114B | 5% |
| Annual Yield % from dividends | 0.90 | 0.48 | 187% |
| Returns for 1 year | -2.91 | -12.69 | 23% |
| Returns for 3 years | 10.05 | -10.69 | -94% |
| Returns for 5 years | 17.72 | 23.59 | 75% |
| Returns for 10 years | -1.30 | -0.54 | 240% |
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