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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$22.79
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets2.35B
Franklin Mutual Global Discovery R6
Price$29.54
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets8.89B
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Jan 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 Buy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.89B vs. APHGX (2.36B). FMDRX pays higher dividends than APHGX: FMDRX (1.51) vs APHGX (0.91). APHGX was incepted earlier than FMDRX: APHGX (13 years) vs FMDRX (12 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. APHGX (13.77). APHGX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. APHGX annual gain was more profitable for investors over the last year : 9.80 vs. FMDRX (0.06). APHGX return over 5 years is better than : 25.95 vs. FMDRX (-0.60).
| APHGX | FMDRX | APHGX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 2.724 | 2.963 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 8.89B | 26% |
| Annual Yield % from dividends | 0.91 | 1.51 | 60% |
| Returns for 1 year | 9.80 | 0.06 | 16,436% |
| Returns for 3 years | 10.94 | -7.01 | -156% |
| Returns for 5 years | 25.95 | -0.60 | -4,357% |
| Returns for 10 years | 61.64 | -2.44 | -2,521% |
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