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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$27.20
Change-$0.56 (-2.02%)
VolumeN/A
CapitalizationN/A
American Funds Europacific Growth R5
Price$56.76
Change-$1.26 (-2.17%)
VolumeN/A
CapitalizationN/A
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 131B vs. APHIX (5.19B). RERFX pays higher dividends than APHIX: RERFX (1.79) vs APHIX (1.20). APHIX was incepted earlier than RERFX: APHIX (27 years) vs RERFX (23 years). APHIX is a more actively managed with annual turnover of: 76.96 vs. RERFX (34.00). RERFX has a lower initial minimum investment than APHIX: RERFX (250) vs APHIX (1000000). RERFX annual gain was more profitable for investors over the last year : 8.84 vs. APHIX (5.99). RERFX return over 5 years is better than : 9.66 vs. APHIX (-11.58).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 4.065 | 6.652 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 131B | 4% |
| Annual Yield % from dividends | 1.20 | 1.79 | 67% |
| Returns for 1 year | 5.99 | 8.84 | 68% |
| Returns for 3 years | -1.79 | -4.42 | 40% |
| Returns for 5 years | -11.58 | 9.66 | -120% |
| Returns for 10 years | 1.56 | 28.51 | 5% |