APHRX
Price
$35.90
Change
+$0.34 (+0.96%)
Updated
Sep 4 closing price
Net Assets
2.11B
CNPCX
Price
$66.42
Change
+$0.31 (+0.47%)
Updated
Sep 5 closing price
Net Assets
158.47B
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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$35.90
Change+$0.34 (+0.96%)
VolumeN/A
Net Assets2.11B
American Funds New Perspective 529C
Price$66.42
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets158.47B
APHRX vs CNPCX Comparison Chart in %
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APHRX vs. CNPCX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 158B 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 : 13.91 vs. APHRX (1.04). CNPCX return over 5 years is better than : 29.48 vs. APHRX (3.46).
APHRXCNPCXAPHRX / CNPCX
Total Expense Ratio0.951.5263%
Annual Report Gross Expense Ratio0.951.5263%
Fund Existence14 years24 years-
Gain YTD9.28515.15361%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.11B158B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.0413.917%
Returns for 3 years31.6045.2770%
Returns for 5 years3.4629.4812%
Returns for 10 years89.7988.20102%
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