APHIX
Price
$35.32
Change
-$0.11 (-0.31%)
Updated
Jul 25 closing price
Net Assets
5.76B
RERFX
Price
$61.53
Change
-$0.33 (-0.53%)
Updated
Jul 25 closing price
Net Assets
135.06B
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APHIX vs RERFX

Header iconAPHIX vs RERFX Comparison
Open Charts APHIX vs RERFXBanner chart's image
Artisan International Institutional
Price$35.32
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets5.76B
American Funds EUPAC R5
Price$61.53
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets135.06B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX commentary
Jul 28, 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 APHIX is a Buy and RERFX is a Hold.

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FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. APHIX (5.76B). RERFX pays higher dividends than APHIX: RERFX (0.90) vs APHIX (0.78). APHIX was incepted earlier than RERFX: APHIX (28 years) vs RERFX (23 years). APHIX (0.96) is less costly to investors than RERFX (0.52). APHIX is a more actively managed with annual turnover of: 83.27 vs. RERFX (35.00). RERFX has a lower initial minimum investment than APHIX: RERFX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 21.24 vs. RERFX (10.14). RERFX return over 5 years is better than : 16.16 vs. APHIX (13.22).
APHIXRERFXAPHIX / RERFX
Total Expense Ratio0.960.52185%
Annual Report Gross Expense Ratio0.960.52185%
Fund Existence28 years23 years-
Gain YTD30.18814.666206%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.76B135B4%
Annual Yield % from dividends0.780.9086%
Returns for 1 year21.2410.14209%
Returns for 3 years60.1830.95194%
Returns for 5 years13.2216.1682%
Returns for 10 years27.7530.3092%
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