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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$25.46
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets2.58B
Franklin Mutual Global Discovery R6
Price$31.90
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.13B
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Jun 07, 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: 9.13B vs. APHGX (2.58B). FMDRX pays higher dividends than APHGX: FMDRX (2.00) vs APHGX (1.13). 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 : 11.46 vs. FMDRX (1.84). APHGX return over 5 years is better than : 66.68 vs. FMDRX (28.72).
| 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 | 15.570 | 11.014 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 9.13B | 28% |
| Annual Yield % from dividends | 1.13 | 2.00 | 56% |
| Returns for 1 year | 11.46 | 1.84 | 621% |
| Returns for 3 years | 35.88 | 5.00 | 717% |
| Returns for 5 years | 66.68 | 28.72 | 232% |
| Returns for 10 years | 74.54 | -0.43 | -17,475% |
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