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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$34.95
Change-$0.37 (-1.05%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R5
Price$60.85
Change-$0.68 (-1.11%)
VolumeN/A
Net Assets135.06B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. APHIX (5.76B). RERFX pays higher dividends than APHIX: RERFX (0.90) vs APHIX (0.78). 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 (35.00). 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 : 18.68 vs. RERFX (9.14). RERFX return over 5 years is better than : 13.36 vs. APHIX (10.39).
| 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 | 28.824 | 14.666 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 135B | 4% |
| Annual Yield % from dividends | 0.78 | 0.90 | 86% |
| Returns for 1 year | 18.68 | 9.14 | 204% |
| Returns for 3 years | 50.93 | 25.90 | 197% |
| Returns for 5 years | 10.39 | 13.36 | 78% |
| Returns for 10 years | 25.35 | 29.19 | 87% |
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