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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$27.44
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets4.89B
American Funds Europacific Growth R5
Price$54.74
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets127.3B
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
Jan 19, 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 Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 127B vs. APHIX (4.89B). 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). RERFX annual gain was more profitable for investors over the last year : 4.24 vs. APHIX (3.13). RERFX return over 5 years is better than : 1.65 vs. APHIX (-15.16).
| 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 | 1.143 | 2.013 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 127B | 4% |
| Annual Yield % from dividends | 1.20 | 1.79 | 67% |
| Returns for 1 year | 3.13 | 4.24 | 74% |
| Returns for 3 years | -3.38 | -8.01 | 42% |
| Returns for 5 years | -15.16 | 1.65 | -919% |
| Returns for 10 years | 0.65 | 22.10 | 3% |
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