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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$23.99
Change-$0.50 (-2.04%)
VolumeN/A
Net Assets2.5B
Franklin Mutual Global Discovery R6
Price$30.95
Change-$0.58 (-1.84%)
VolumeN/A
Net Assets9.29B
APHGX vs FMDRX Comparison Chart
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APHGX vs. FMDRX commentary
Mar 11, 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: 9.29B vs. APHGX (2.5B). FMDRX pays higher dividends than APHGX: FMDRX (2.03) vs APHGX (1.18). 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 : 12.82 vs. FMDRX (2.62). APHGX return over 5 years is better than : 61.66 vs. FMDRX (26.18).
| 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 | 11.167 | 9.899 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 9.29B | 27% |
| Annual Yield % from dividends | 1.18 | 2.03 | 58% |
| Returns for 1 year | 12.82 | 2.62 | 490% |
| Returns for 3 years | 35.22 | 11.87 | 297% |
| Returns for 5 years | 61.66 | 26.18 | 236% |
| Returns for 10 years | 72.89 | 1.39 | 5,230% |
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