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APHIX vs RERFX
APHIX vs RERFX Comparison
Open Charts APHIX vs RERFX
Artisan International Institutional
Price$32.88
Change-$3.49 (-9.60%)
VolumeN/A
Net Assets6.02B
American Funds EUPAC R5
Price$63.92
Change-$1.68 (-2.56%)
VolumeN/A
Net Assets134.63B
APHIX vs RERFX Comparison Chart in %
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APHIX vs. RERFX 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 APHIX is a Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. APHIX (6.02B). RERFX pays higher dividends than APHIX: RERFX (2.80) vs APHIX (1.73). APHIX was incepted earlier than RERFX: APHIX (29 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: 111.26 vs. RERFX (35.00). RERFX has a lower initial minimum investment than APHIX: RERFX (250) vs APHIX (1000000). RERFX (18.72) and APHIX (18.26) have marching annual gain over last year. APHIX return over 5 years is better than : -1.55 vs. RERFX (-2.76).
| APHIX | RERFX | APHIX / RERFX | |
| Total Expense Ratio | 0.96 | 0.52 | 185% |
| Annual Report Gross Expense Ratio | 0.96 | 0.52 | 185% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 9.381 | 5.670 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 135B | 4% |
| Annual Yield % from dividends | 1.73 | 2.80 | 62% |
| Returns for 1 year | 18.26 | 18.72 | 98% |
| Returns for 3 years | 32.55 | 26.85 | 121% |
| Returns for 5 years | -1.55 | -2.76 | 56% |
| Returns for 10 years | 41.14 | 69.41 | 59% |
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