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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$73.97
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.86B
Artisan Global Opportunities Instl
Price$37.11
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets2.01B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Oct 19, 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 ANWPX is a Hold and APHRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. APHRX (2.01B). ANWPX pays higher dividends than APHRX: ANWPX (0.48) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (53 years) vs APHRX (14 years). APHRX (0.95) is less costly to investors than ANWPX (0.73). APHRX is a more actively managed with annual turnover of: 52.39 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than APHRX: ANWPX (250) vs APHRX (1000000). ANWPX annual gain was more profitable for investors over the last year : 12.82 vs. APHRX (-0.75). ANWPX return over 5 years is better than : 35.42 vs. APHRX (0.46).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | 0.73 | 0.95 | 77% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 53 years | 14 years | - |
| Gain YTD | 19.095 | 12.968 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 2.01B | 8,093% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 12.82 | -0.75 | -1,713% |
| Returns for 3 years | 61.71 | 46.56 | 133% |
| Returns for 5 years | 35.42 | 0.46 | 7,696% |
| Returns for 10 years | 99.22 | 91.35 | 109% |
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