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APHGX vs FMDRX
APHGX vs FMDRX Comparison
Open Charts APHGX vs FMDRX
Artisan Global Value Institutional
Price$27.07
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.75B
Franklin Mutual Global Discovery R6
Price$33.58
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets9.41B
APHGX vs FMDRX Comparison Chart in %
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APHGX vs. FMDRX commentary
Aug 29, 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 StrongBuy and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.41B vs. APHGX (2.75B). FMDRX pays higher dividends than APHGX: FMDRX (1.98) 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 : 14.73 vs. FMDRX (3.18). APHGX return over 5 years is better than : 68.19 vs. FMDRX (37.71).
| 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 | 22.878 | 16.835 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 9.41B | 29% |
| Annual Yield % from dividends | 1.10 | 1.98 | 55% |
| Returns for 1 year | 14.73 | 3.18 | 463% |
| Returns for 3 years | 60.09 | 20.53 | 293% |
| Returns for 5 years | 68.19 | 37.71 | 181% |
| Returns for 10 years | 97.62 | 12.16 | 803% |
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