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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$28.25
Change+$0.23 (+0.82%)
VolumeN/A
Net Assets5.03B
American Funds Europacific Growth R5
Price$51.82
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets116.3B
APHIX vs RERFX Comparison Chart
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APHIX vs. RERFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 116B vs. APHIX (5.03B). RERFX pays higher dividends than APHIX: RERFX (1.43) vs APHIX (0.90). 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 : -1.66 vs. RERFX (-9.99). RERFX return over 5 years is better than : 21.07 vs. APHIX (8.48).
| 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 | 4.128 | -3.597 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 116B | 4% |
| Annual Yield % from dividends | 0.90 | 1.43 | 63% |
| Returns for 1 year | -1.66 | -9.99 | 17% |
| Returns for 3 years | 12.72 | -2.86 | -445% |
| Returns for 5 years | 8.48 | 21.07 | 40% |
| Returns for 10 years | -1.95 | 6.18 | -32% |