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APHRX vs RNPEX
APHRX vs RNPEX Comparison
Open Charts APHRX vs RNPEX
Artisan Global Opportunities Instl
Price$31.82
Change+$0.25 (+0.79%)
VolumeN/A
Net Assets2.16B
American Funds New Perspective R4
Price$60.41
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
APHRX vs RNPEX Comparison Chart
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APHRX vs. RNPEX commentary
Apr 03, 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 APHRX is a StrongBuy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 137B vs. APHRX (2.16B). RNPEX pays higher dividends than APHRX: RNPEX (0.56) vs APHRX (0.00). APHRX was incepted earlier than RNPEX: APHRX (14 years) vs RNPEX (23 years). APHRX (0.95) is less costly to investors than RNPEX (0.76). APHRX is a more actively managed with annual turnover of: 52.39 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than APHRX: RNPEX (250) vs APHRX (1000000). RNPEX annual gain was more profitable for investors over the last year : 2.77 vs. APHRX (-8.88). RNPEX return over 5 years is better than : 68.44 vs. APHRX (35.69).
| APHRX | RNPEX | APHRX / RNPEX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -3.135 | -0.821 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 137B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -8.88 | 2.77 | -320% |
| Returns for 3 years | -3.40 | 3.67 | -93% |
| Returns for 5 years | 35.69 | 68.44 | 52% |
| Returns for 10 years | 64.66 | 63.12 | 102% |
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