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APHRX vs RNPEX
APHRX vs RNPEX Comparison
Open Charts APHRX vs RNPEX
Artisan Global Opportunities Instl
Price$33.97
Change-$0.30 (-0.88%)
VolumeN/A
Net Assets2.04B
American Funds New Perspective R4
Price$66.18
Change-$0.80 (-1.19%)
VolumeN/A
Net Assets152.4B
APHRX vs RNPEX Comparison Chart
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APHRX vs. RNPEX commentary
Jun 14, 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.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 152B vs. APHRX (2.04B). RNPEX pays higher dividends than APHRX: RNPEX (0.51) 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 : 8.79 vs. APHRX (-4.66). RNPEX return over 5 years is better than : 47.70 vs. APHRX (13.61).
| 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 | 3.409 | 8.652 | 39% |
| 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 | 152B | 1% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | -4.66 | 8.79 | -53% |
| Returns for 3 years | 30.96 | 42.74 | 72% |
| Returns for 5 years | 13.61 | 47.70 | 29% |
| Returns for 10 years | 68.42 | 75.95 | 90% |
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