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APHTX vs RGAFX
APHTX vs RGAFX Comparison
Open Charts APHTX vs RGAFX
Artisan Focus Fund Institutional
Price$24.01
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.01B
American Funds Growth Fund of Amer R5
Price$76.93
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets301.73B
APHTX vs RGAFX Comparison Chart
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APHTX vs. RGAFX commentary
Jun 01, 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 APHTX is a Hold and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 302B vs. APHTX (1.01B). RGAFX pays higher dividends than APHTX: RGAFX (0.61) vs APHTX (0.06). APHTX was incepted earlier than RGAFX: APHTX (5 years) vs RGAFX (23 years). APHTX (1.06) is less costly to investors than RGAFX (0.34). APHTX is a more actively managed with annual turnover of: 271.28 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than APHTX: RGAFX (250) vs APHTX (1000000). RGAFX (9.68) and APHTX (9.50) have marching annual gain over last year. APHTX (49.22) and RGAFX (48.34) have equivalent 5 years return.
| APHTX | RGAFX | APHTX / RGAFX | |
| Total Expense Ratio | 1.06 | 0.34 | 312% |
| Annual Report Gross Expense Ratio | 1.06 | 0.34 | 312% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.442 | 3.373 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 302B | 0% |
| Annual Yield % from dividends | 0.06 | 0.61 | 10% |
| Returns for 1 year | 9.50 | 9.68 | 98% |
| Returns for 3 years | 40.57 | 36.44 | 111% |
| Returns for 5 years | 49.22 | 48.34 | 102% |
| Returns for 10 years | N/A | 71.81 | - |
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