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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$29.88
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets5.11B
American Funds Europacific Growth R5
Price$57.25
Change-$0.54 (-0.93%)
VolumeN/A
Net Assets131.04B
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
Feb 23, 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: 131B vs. APHIX (5.11B). RERFX pays higher dividends than APHIX: RERFX (1.79) vs APHIX (1.20). APHIX was incepted earlier than RERFX: APHIX (28 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). APHIX annual gain was more profitable for investors over the last year : 6.55 vs. RERFX (1.94). RERFX return over 5 years is better than : 9.54 vs. APHIX (-7.13).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 10.136 | 6.690 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 131B | 4% |
| Annual Yield % from dividends | 1.20 | 1.79 | 67% |
| Returns for 1 year | 6.55 | 1.94 | 338% |
| Returns for 3 years | 11.48 | 2.56 | 449% |
| Returns for 5 years | -7.13 | 9.54 | -75% |
| Returns for 10 years | 5.24 | 22.61 | 23% |