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APHHX vs CNPCX
APHHX vs CNPCX Comparison
Open Charts APHHX vs CNPCX
Artisan Global Equity Institutional
Price$25.30
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets166.38M
American Funds New Perspective 529C
Price$64.90
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets156.22B
APHHX vs CNPCX Comparison Chart in %
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APHHX vs. CNPCX commentary
Jul 07, 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 APHHX is a Buy and CNPCX is a Buy.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 156B vs. APHHX (166M). APHHX pays higher dividends than CNPCX: APHHX (0.77) vs CNPCX (0.00). APHHX was incepted earlier than CNPCX: APHHX (10 years) vs CNPCX (23 years). CNPCX (1.52) is less costly to investors than APHHX (1.09). APHHX is a more actively managed with annual turnover of: 136.55 vs. CNPCX (24.00). CNPCX has a lower initial minimum investment than APHHX: CNPCX (250) vs APHHX (1000000). APHHX annual gain was more profitable for investors over the last year : 23.05 vs. CNPCX (10.06). CNPCX return over 5 years is better than : 39.65 vs. APHHX (18.72).
| APHHX | CNPCX | APHHX / CNPCX | |
| Total Expense Ratio | 1.09 | 1.52 | 72% |
| Annual Report Gross Expense Ratio | 1.09 | 1.52 | 72% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 31.020 | 12.517 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 156B | 0% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 23.05 | 10.06 | 229% |
| Returns for 3 years | 69.15 | 42.88 | 161% |
| Returns for 5 years | 18.72 | 39.65 | 47% |
| Returns for 10 years | N/A | 77.25 | - |
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