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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$31.77
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets5.03B
American Funds Europacific Growth R5
Price$57.58
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets128.01B
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
May 09, 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 Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 128B vs. APHIX (5.03B). RERFX pays higher dividends than APHIX: RERFX (1.39) vs APHIX (0.86). APHIX was incepted earlier than RERFX: APHIX (28 years) vs RERFX (23 years). APHIX (0.96) is less costly to investors than RERFX (0.52). APHIX is a more actively managed with annual turnover of: 83.27 vs. RERFX (30.00). RERFX has a lower initial minimum investment than APHIX: RERFX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 10.75 vs. RERFX (-0.39). RERFX return over 5 years is better than : 27.45 vs. APHIX (17.91).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | 0.96 | 0.52 | 185% |
| Annual Report Gross Expense Ratio | 0.96 | 0.52 | 185% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 17.103 | 7.305 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 128B | 4% |
| Annual Yield % from dividends | 0.86 | 1.39 | 62% |
| Returns for 1 year | 10.75 | -0.39 | -2,724% |
| Returns for 3 years | 40.58 | 21.59 | 188% |
| Returns for 5 years | 17.91 | 27.45 | 65% |
| Returns for 10 years | 10.47 | 18.46 | 57% |
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