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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$35.25
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R5
Price$62.25
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Sep 08, 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: 133B vs. APHIX (5.76B). RERFX pays higher dividends than APHIX: RERFX (0.88) vs APHIX (0.77). 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 : 16.98 vs. RERFX (9.00). RERFX return over 5 years is better than : 13.04 vs. APHIX (11.17).
| 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 | 29.930 | 16.008 | 187% |
| 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 | 133B | 4% |
| Annual Yield % from dividends | 0.77 | 0.88 | 87% |
| Returns for 1 year | 16.98 | 9.00 | 189% |
| Returns for 3 years | 61.69 | 36.35 | 170% |
| Returns for 5 years | 11.17 | 13.04 | 86% |
| Returns for 10 years | 38.30 | 41.90 | 91% |
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