Interact to see
Advertisement
Advertisement
APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$35.90
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets6.14B
American Funds EUPAC R5
Price$65.87
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
APHIX vs RERFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHIX vs. RERFX commentary
Dec 05, 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 StrongBuy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 134B vs. APHIX (6.14B). RERFX pays higher dividends than APHIX: RERFX (0.84) vs APHIX (0.76). APHIX was incepted earlier than RERFX: APHIX (28 years) vs RERFX (24 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 : 17.33 vs. RERFX (13.04). APHIX return over 5 years is better than : 10.97 vs. RERFX (3.93).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | 0.96 | 0.52 | 185% |
| Annual Report Gross Expense Ratio | 0.96 | 0.52 | 185% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 32.326 | 22.754 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 134B | 5% |
| Annual Yield % from dividends | 0.76 | 0.84 | 90% |
| Returns for 1 year | 17.33 | 13.04 | 133% |
| Returns for 3 years | 48.21 | 31.91 | 151% |
| Returns for 5 years | 10.97 | 3.93 | 279% |
| Returns for 10 years | 35.56 | 45.61 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSZX | 23.75 | 0.21 | +0.89% |
| T. Rowe Price Mid-Cap Index Z | |||
| ABPZX | 13.04 | 0.06 | +0.46% |
| AB Sustainable Thematic Balanced Port Z | |||
| BIRKX | 24.39 | 0.09 | +0.37% |
| BlackRock Sust Awr Advtg Lg Cp Cr K | |||
| SEHAX | 16.68 | 0.03 | +0.18% |
| SEI US Equity Factor Allocation A (SIIT) | |||
| JARTX | 58.13 | 0.01 | +0.02% |
| Janus Henderson Forty S | |||