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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$33.82
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets5.52B
American Funds EUPAC R5
Price$59.82
Change+$0.15 (+0.25%)
VolumeN/A
Net Assets134.15B
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
Jun 13, 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: 134B vs. APHIX (5.52B). RERFX pays higher dividends than APHIX: RERFX (1.32) vs APHIX (0.82). 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 (30.00). 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 : 15.15 vs. RERFX (4.20). RERFX return over 5 years is better than : 22.02 vs. APHIX (19.78).
| 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 | 24.659 | 11.480 | 215% |
| 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 | 0.82 | 1.32 | 62% |
| Returns for 1 year | 15.15 | 4.20 | 361% |
| Returns for 3 years | 51.46 | 27.36 | 188% |
| Returns for 5 years | 19.78 | 22.02 | 90% |
| Returns for 10 years | 18.59 | 25.03 | 74% |