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APHTX vs RGAFX
APHTX vs RGAFX Comparison
Open Charts APHTX vs RGAFX
Artisan Focus Fund Institutional
Price$20.81
Change-$0.82 (-3.79%)
VolumeN/A
Net Assets1.04B
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
APHTX vs RGAFX Comparison Chart
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APHTX vs. RGAFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. APHTX (1.04B). RGAFX pays higher dividends than APHTX: RGAFX (0.66) 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 annual gain was more profitable for investors over the last year : 0.51 vs. APHTX (-3.42). RGAFX return over 5 years is better than : 73.14 vs. APHTX (53.78).
| 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 | -4.278 | -4.770 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 280B | 0% |
| Annual Yield % from dividends | 0.06 | 0.66 | 9% |
| Returns for 1 year | -3.42 | 0.51 | -667% |
| Returns for 3 years | 7.05 | 5.94 | 119% |
| Returns for 5 years | 53.78 | 73.14 | 74% |
| Returns for 10 years | N/A | 62.64 | - |