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APHIX vs RERGX
APHIX vs RERGX Comparison
Open Charts APHIX vs RERGX
Artisan International Institutional
Price$26.95
Change-$1.17 (-4.16%)
VolumeN/A
Net Assets5.26B
American Funds Europacific Growth R6
Price$49.45
Change-$1.36 (-2.68%)
VolumeN/A
Net Assets114.24B
APHIX vs RERGX Comparison Chart
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APHIX vs. RERGX commentary
Apr 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 Hold and RERGX is a Hold.
FUNDAMENTALS
Fundamentals
RERGX has more cash in the bank: 114B vs. APHIX (5.27B). RERGX pays higher dividends than APHIX: RERGX (1.49) vs APHIX (0.90). APHIX was incepted earlier than RERGX: APHIX (28 years) vs RERGX (16 years). APHIX (0.96) is less costly to investors than RERGX (0.47). APHIX is a more actively managed with annual turnover of: 83.27 vs. RERGX (30.00). RERGX has a lower initial minimum investment than APHIX: RERGX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : -2.91 vs. RERGX (-11.49). RERGX return over 5 years is better than : 30.04 vs. APHIX (17.72).
| APHIX | RERGX | APHIX / RERGX | |
| Total Expense Ratio | 0.96 | 0.47 | 204% |
| Annual Report Gross Expense Ratio | 0.96 | 0.47 | 204% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 3.649 | -5.417 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 114B | 5% |
| Annual Yield % from dividends | 0.90 | 1.49 | 61% |
| Returns for 1 year | -2.91 | -11.49 | 25% |
| Returns for 3 years | 10.05 | -8.00 | -126% |
| Returns for 5 years | 17.72 | 30.04 | 59% |
| Returns for 10 years | -1.30 | 5.76 | -23% |
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