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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$36.55
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets5.85B
American Funds EUPAC R5
Price$65.89
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets137.54B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Oct 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: 138B vs. APHIX (5.85B). RERFX pays higher dividends than APHIX: RERFX (0.85) vs APHIX (0.75). 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 : 21.02 vs. RERFX (11.81). RERFX return over 5 years is better than : 15.11 vs. APHIX (13.94).
| 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 | 34.722 | 22.792 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.85B | 138B | 4% |
| Annual Yield % from dividends | 0.75 | 0.85 | 87% |
| Returns for 1 year | 21.02 | 11.81 | 178% |
| Returns for 3 years | 76.79 | 52.12 | 147% |
| Returns for 5 years | 13.94 | 15.11 | 92% |
| Returns for 10 years | 43.25 | 46.20 | 94% |
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