APHHX
Price
$26.79
Change
-$0.25 (-0.92%)
Updated
Oct 17 closing price
Net Assets
201.69M
RNPEX
Price
$72.51
Change
+$0.13 (+0.18%)
Updated
Oct 17 closing price
Net Assets
162.58B
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APHHX vs RNPEX

Header iconAPHHX vs RNPEX Comparison
Open Charts APHHX vs RNPEXBanner chart's image
Artisan Global Equity Institutional
Price$26.79
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets201.69M
American Funds New Perspective R4
Price$72.51
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.58B
APHHX vs RNPEX Comparison Chart in %
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APHHX vs. RNPEX 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 APHHX is a Hold and RNPEX is a Hold.

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FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 163B vs. APHHX (202M). APHHX pays higher dividends than RNPEX: APHHX (0.70) vs RNPEX (0.46). APHHX was incepted earlier than RNPEX: APHHX (10 years) vs RNPEX (23 years). APHHX (1.09) is less costly to investors than RNPEX (0.76). APHHX is a more actively managed with annual turnover of: 136.55 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than APHHX: RNPEX (250) vs APHHX (1000000). APHHX annual gain was more profitable for investors over the last year : 23.57 vs. RNPEX (12.66). RNPEX return over 5 years is better than : 34.72 vs. APHHX (15.14).
APHHXRNPEXAPHHX / RNPEX
Total Expense Ratio1.090.76143%
Annual Report Gross Expense Ratio1.090.76143%
Fund Existence10 years23 years-
Gain YTD38.73619.044203%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets202M163B0%
Annual Yield % from dividends0.700.46151%
Returns for 1 year23.5712.66186%
Returns for 3 years78.9961.27129%
Returns for 5 years15.1434.7244%
Returns for 10 years66.9397.5269%
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