APHRX
Price
$35.63
Change
-$0.06 (-0.17%)
Updated
Aug 15 closing price
Net Assets
2.11B
RNPEX
Price
$70.27
Change
+$0.03 (+0.04%)
Updated
Aug 15 closing price
Net Assets
158.96B
Interact to see
Advertisement

APHRX vs RNPEX

Header iconAPHRX vs RNPEX Comparison
Open Charts APHRX vs RNPEXBanner chart's image
Artisan Global Opportunities Instl
Price$35.63
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets2.11B
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets158.96B
APHRX vs RNPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
APHRX vs. RNPEX commentary
Aug 17, 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 Hold and RNPEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. APHRX (2.11B). 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 : 13.55 vs. APHRX (-0.11). RNPEX return over 5 years is better than : 37.89 vs. APHRX (3.61).
APHRXRNPEXAPHRX / RNPEX
Total Expense Ratio0.950.76125%
Annual Report Gross Expense Ratio0.950.76125%
Fund Existence14 years23 years-
Gain YTD8.46315.36755%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B159B1%
Annual Yield % from dividends0.000.49-
Returns for 1 year-0.1113.55-1%
Returns for 3 years17.3234.2951%
Returns for 5 years3.6137.8910%
Returns for 10 years77.0086.5389%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IBLLX35.30N/A
N/A
Transamerica Multi-Managed Balanced C
KCSSX13.46N/A
N/A
Knights of Columbus Small Cap S
VREMX8.34N/A
N/A
Virtus SGA Emerging Markets Equity R6
WCMAX11.69N/A
N/A
WCM Mid Cap Quality Value Institutional
BGRFX81.37-0.52
-0.63%
Baron Growth Retail