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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$27.62
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets2.84B
Franklin Mutual Global Discovery R6
Price$34.05
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.43B
APHGX vs FMDRX Comparison Chart in %
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APHGX vs. FMDRX commentary
Sep 19, 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 APHGX is a StrongBuy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.43B vs. APHGX (2.84B). FMDRX pays higher dividends than APHGX: FMDRX (1.89) vs APHGX (1.06). APHGX was incepted earlier than FMDRX: APHGX (13 years) vs FMDRX (12 years). APHGX (1.03) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 vs. APHGX (16.35). APHGX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. APHGX annual gain was more profitable for investors over the last year : 18.05 vs. FMDRX (5.04). APHGX return over 5 years is better than : 74.86 vs. FMDRX (40.82).
| APHGX | FMDRX | APHGX / FMDRX | |
| Total Expense Ratio | 1.03 | 0.88 | 117% |
| Annual Report Gross Expense Ratio | 1.03 | 0.88 | 117% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 25.374 | 18.369 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 9.43B | 30% |
| Annual Yield % from dividends | 1.06 | 1.89 | 56% |
| Returns for 1 year | 18.05 | 5.04 | 358% |
| Returns for 3 years | 66.32 | 23.91 | 277% |
| Returns for 5 years | 74.86 | 40.82 | 183% |
| Returns for 10 years | 104.79 | 17.38 | 603% |
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