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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$23.96
Change+$0.28 (+1.18%)
VolumeN/A
Net Assets2.53B
Franklin Mutual Global Discovery R6
Price$30.03
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets8.61B
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.61B vs. APHGX (2.53B). FMDRX pays higher dividends than APHGX: FMDRX (2.03) vs APHGX (1.19). APHGX was incepted earlier than FMDRX: APHGX (13 years) vs FMDRX (12 years). APHGX (1.03) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 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 : 8.50 vs. FMDRX (-3.92). APHGX return over 5 years is better than : 86.42 vs. FMDRX (38.61).
| APHGX | FMDRX | APHGX / FMDRX | |
| Total Expense Ratio | 1.03 | 0.89 | 116% |
| Annual Report Gross Expense Ratio | 1.03 | 0.89 | 116% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 8.761 | 3.590 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 8.61B | 29% |
| Annual Yield % from dividends | 1.19 | 2.03 | 59% |
| Returns for 1 year | 8.50 | -3.92 | -217% |
| Returns for 3 years | 27.14 | -0.34 | -7,919% |
| Returns for 5 years | 86.42 | 38.61 | 224% |
| Returns for 10 years | 63.54 | -8.73 | -727% |
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