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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$34.39
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets5.52B
American Funds EUPAC R5
Price$60.76
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.36B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Jul 04, 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 StrongBuy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 134B vs. APHIX (5.52B). 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 : 18.05 vs. RERFX (5.58). RERFX return over 5 years is better than : 18.34 vs. APHIX (15.26).
| 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 | 26.760 | 13.231 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 134B | 4% |
| Annual Yield % from dividends | 0.78 | 0.90 | 86% |
| Returns for 1 year | 18.05 | 5.58 | 323% |
| Returns for 3 years | 54.48 | 30.71 | 177% |
| Returns for 5 years | 15.26 | 18.34 | 83% |
| Returns for 10 years | 24.51 | 29.06 | 84% |
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