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APHRX vs CNPCX
APHRX vs CNPCX Comparison
Open Charts APHRX vs CNPCX
Artisan Global Opportunities Instl
Price$35.05
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets2.04B
American Funds New Perspective 529C
Price$64.90
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets156.22B
APHRX vs CNPCX Comparison Chart in %
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APHRX 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 APHRX is a StrongBuy and CNPCX is a Buy.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 156B vs. APHRX (2.04B). APHRX (0.00) and CNPCX (0.00) have matching dividends . APHRX was incepted earlier than CNPCX: APHRX (14 years) vs CNPCX (23 years). CNPCX (1.52) is less costly to investors than APHRX (0.95). APHRX is a more actively managed with annual turnover of: 52.39 vs. CNPCX (24.00). CNPCX has a lower initial minimum investment than APHRX: CNPCX (250) vs APHRX (1000000). CNPCX annual gain was more profitable for investors over the last year : 10.06 vs. APHRX (-2.29). CNPCX return over 5 years is better than : 39.65 vs. APHRX (10.81).
| APHRX | CNPCX | APHRX / CNPCX | |
| Total Expense Ratio | 0.95 | 1.52 | 63% |
| Annual Report Gross Expense Ratio | 0.95 | 1.52 | 63% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 6.697 | 12.517 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 156B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.29 | 10.06 | -23% |
| Returns for 3 years | 33.73 | 42.88 | 79% |
| Returns for 5 years | 10.81 | 39.65 | 27% |
| Returns for 10 years | 75.07 | 77.25 | 97% |