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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$21.95
Change-$0.51 (-2.27%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Global Discovery R6
Price$31.40
Change-$0.70 (-2.18%)
VolumeN/A
CapitalizationN/A
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.96B vs. APHGX (2.49B). FMDRX pays higher dividends than APHGX: FMDRX (1.51) vs APHGX (0.91). APHGX was incepted earlier than FMDRX: APHGX (12 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 : 11.15 vs. FMDRX (1.32). APHGX return over 5 years is better than : 28.53 vs. FMDRX (4.85).
| APHGX | FMDRX | APHGX / FMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 8.555 | 5.293 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 8.96B | 28% |
| Annual Yield % from dividends | 0.91 | 1.51 | 60% |
| Returns for 1 year | 11.15 | 1.32 | 844% |
| Returns for 3 years | 15.76 | 6.79 | 232% |
| Returns for 5 years | 28.53 | 4.85 | 589% |
| Returns for 10 years | 56.83 | 2.79 | 2,039% |
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