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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$25.89
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets2.81B
Franklin Mutual Global Discovery R6
Price$32.51
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets9.22B
APHGX vs FMDRX Comparison Chart in %
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APHGX vs. FMDRX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.22B vs. APHGX (2.81B). FMDRX pays higher dividends than APHGX: FMDRX (1.94) 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 : 12.13 vs. FMDRX (1.23). APHGX return over 5 years is better than : 73.44 vs. FMDRX (36.88).
| 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 | 17.522 | 13.350 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 9.22B | 30% |
| Annual Yield % from dividends | 1.10 | 1.94 | 56% |
| Returns for 1 year | 12.13 | 1.23 | 985% |
| Returns for 3 years | 53.11 | 19.12 | 278% |
| Returns for 5 years | 73.44 | 36.88 | 199% |
| Returns for 10 years | 75.51 | 1.09 | 6,938% |
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