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APHJX vs INSLX
APHJX vs INSLX Comparison
Open Charts APHJX vs INSLX
Artisan International Small-Mid Instl
Price$18.03
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets3.67B
Invesco International Small-Mid Com R5
Price$40.06
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets3.49B
APHJX vs INSLX Comparison Chart
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APHJX vs. INSLX commentary
May 09, 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 APHJX is a Buy and INSLX is a Buy.
FUNDAMENTALS
Fundamentals
APHJX has more cash in the bank: 3.67B vs. INSLX (3.49B). INSLX pays higher dividends than APHJX: INSLX (1.66) vs APHJX (0.13). APHJX was incepted earlier than INSLX: APHJX (9 years) vs INSLX (6 years). APHJX (1.07) and INSLX (1.06) have similar cost to investors . APHJX is a more actively managed with annual turnover of: 33.05 vs. INSLX (21.00). APHJX (1000000) and INSLX (1000000) have matching initial minimum investment requirements. APHJX annual gain was more profitable for investors over the last year : 1.82 vs. INSLX (-3.84). APHJX return over 5 years is better than : 30.33 vs. INSLX (-5.15).
| APHJX | INSLX | APHJX / INSLX | |
| Total Expense Ratio | 1.07 | 1.06 | 101% |
| Annual Report Gross Expense Ratio | 1.07 | 1.06 | 101% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 3.621 | 8.767 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 3.49B | 105% |
| Annual Yield % from dividends | 0.13 | 1.66 | 8% |
| Returns for 1 year | 1.82 | -3.84 | -48% |
| Returns for 3 years | 20.18 | 5.25 | 384% |
| Returns for 5 years | 30.33 | -5.15 | -589% |
| Returns for 10 years | N/A | N/A | - |
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