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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$24.08
Change-$0.14 (-0.58%)
VolumeN/A
Net Assets2.5B
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Feb 23, 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 Hold and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. APHGX (2.5B). 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 : 11.80 vs. FMDRX (1.64). APHGX return over 5 years is better than : 37.04 vs. FMDRX (7.20).
| 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 | 9.305 | 7.842 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 9.16B | 27% |
| Annual Yield % from dividends | 0.91 | 1.51 | 60% |
| Returns for 1 year | 11.80 | 1.64 | 721% |
| Returns for 3 years | 21.36 | 0.91 | 2,336% |
| Returns for 5 years | 37.04 | 7.20 | 515% |
| Returns for 10 years | 64.87 | -2.88 | -2,251% |
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