APHRX
Price
$35.63
Change
-$0.06 (-0.17%)
Updated
Aug 15 closing price
Net Assets
2.11B
CNPCX
Price
$66.24
Change
+$0.04 (+0.06%)
Updated
Aug 15 closing price
Net Assets
158.96B
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APHRX vs CNPCX

Header iconAPHRX vs CNPCX Comparison
Open Charts APHRX vs CNPCXBanner chart's image
Artisan Global Opportunities Instl
Price$35.63
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets2.11B
American Funds New Perspective 529C
Price$66.24
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
APHRX vs CNPCX Comparison Chart in %
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APHRX vs. CNPCX commentary
Aug 18, 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 Hold and CNPCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 159B vs. APHRX (2.11B). APHRX (0.00) and CNPCX (0.00) have matching dividends . APHRX was incepted earlier than CNPCX: APHRX (14 years) vs CNPCX (24 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 : 12.42 vs. APHRX (-0.11). CNPCX return over 5 years is better than : 32.43 vs. APHRX (3.61).
APHRXCNPCXAPHRX / CNPCX
Total Expense Ratio0.951.5263%
Annual Report Gross Expense Ratio0.951.5263%
Fund Existence14 years24 years-
Gain YTD8.46314.84057%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B159B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.1112.42-1%
Returns for 3 years17.3231.4155%
Returns for 5 years3.6132.4311%
Returns for 10 years77.0077.9199%
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