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APHRX vs RNPEX
APHRX vs RNPEX Comparison
Open Charts APHRX vs RNPEX
Artisan Global Opportunities Instl
Price$35.05
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets2.04B
American Funds New Perspective R4
Price$68.79
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
APHRX vs RNPEX Comparison Chart in %
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APHRX vs. RNPEX commentary
Jul 06, 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 Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 156B vs. APHRX (2.04B). RNPEX pays higher dividends than APHRX: RNPEX (0.49) 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 : 11.16 vs. APHRX (-2.29). RNPEX return over 5 years is better than : 45.45 vs. APHRX (10.81).
| 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 | 6.697 | 12.937 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 156B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -2.29 | 11.16 | -20% |
| Returns for 3 years | 33.73 | 46.05 | 73% |
| Returns for 5 years | 10.81 | 45.45 | 24% |
| Returns for 10 years | 75.07 | 85.85 | 87% |
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