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ANWPX vs APHRX
ANWPX vs APHRX Comparison
Open Charts ANWPX vs APHRX
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
Artisan Global Opportunities Instl
Price$34.98
Change-$2.92 (-7.70%)
VolumeN/A
Net Assets1.84B
ANWPX vs APHRX Comparison Chart in %
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ANWPX vs. APHRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. APHRX (1.84B). ANWPX pays higher dividends than APHRX: ANWPX (1.00) vs APHRX (0.00). ANWPX was incepted earlier than APHRX: ANWPX (53 years) vs APHRX (15 years). APHRX (0.95) is less costly to investors than ANWPX (0.71). APHRX is a more actively managed with annual turnover of: 68.63 vs. ANWPX (23.00). 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 : 13.01 vs. APHRX (2.40). ANWPX return over 5 years is better than : 16.94 vs. APHRX (-6.77).
| ANWPX | APHRX | ANWPX / APHRX | |
| Total Expense Ratio | 0.71 | 0.95 | 75% |
| Annual Report Gross Expense Ratio | 0.71 | 0.95 | 75% |
| Fund Existence | 53 years | 15 years | - |
| Gain YTD | 1.600 | 0.865 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.84B | 8,878% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 13.01 | 2.40 | 542% |
| Returns for 3 years | 41.61 | 19.84 | 210% |
| Returns for 5 years | 16.94 | -6.77 | -250% |
| Returns for 10 years | 128.98 | 100.94 | 128% |
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