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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$26.29
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets2.81B
Franklin Mutual Global Discovery R6
Price$32.28
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets9.05B
APHGX vs FMDRX Comparison Chart in %
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APHGX vs. FMDRX commentary
Aug 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 APHGX is a Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.05B vs. APHGX (2.81B). FMDRX pays higher dividends than APHGX: FMDRX (1.98) vs APHGX (1.10). 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 : 18.79 vs. FMDRX (5.21). APHGX return over 5 years is better than : 70.82 vs. FMDRX (34.71).
| 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 | 19.337 | 11.955 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 9.05B | 31% |
| Annual Yield % from dividends | 1.10 | 1.98 | 55% |
| Returns for 1 year | 18.79 | 5.21 | 361% |
| Returns for 3 years | 49.68 | 12.38 | 401% |
| Returns for 5 years | 70.82 | 34.71 | 204% |
| Returns for 10 years | 79.33 | 0.39 | 20,407% |
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