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APHRX vs RPEBX
APHRX vs RPEBX Comparison
Open Charts APHRX vs RPEBX
Artisan Global Opportunities Instl
Price$34.99
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets1.91B
American Funds New Perspective R2E
Price$69.05
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
APHRX vs RPEBX Comparison Chart in %
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APHRX vs. RPEBX commentary
Dec 27, 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 Buy and RPEBX is a Hold.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 163B vs. APHRX (1.91B). RPEBX pays higher dividends than APHRX: RPEBX (0.12) vs APHRX (0.00). APHRX was incepted earlier than RPEBX: APHRX (14 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than APHRX (0.95). APHRX is a more actively managed with annual turnover of: 68.63 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than APHRX: RPEBX (250) vs APHRX (1000000). RPEBX annual gain was more profitable for investors over the last year : 11.65 vs. APHRX (4.01). RPEBX return over 5 years is better than : 19.01 vs. APHRX (-3.34).
| APHRX | RPEBX | APHRX / RPEBX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 0.95 | 1.21 | 79% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.514 | 14.312 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 163B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 4.01 | 11.65 | 34% |
| Returns for 3 years | 32.64 | 50.37 | 65% |
| Returns for 5 years | -3.34 | 19.01 | -18% |
| Returns for 10 years | 78.30 | 93.30 | 84% |
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