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APHJX vs INSLX
APHJX vs INSLX Comparison
Open Charts APHJX vs INSLX
Artisan International Small-Mid Instl
Price$17.36
Change-$0.46 (-2.58%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R5
Price$36.95
Change-$0.77 (-2.04%)
VolumeN/A
CapitalizationN/A
APHJX vs INSLX Comparison Chart
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APHJX vs. INSLX 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 APHJX is a Hold and INSLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHJX has more cash in the bank: 4.57B vs. INSLX (3.73B). INSLX pays higher dividends than APHJX: INSLX (1.19) vs APHJX (0.07). APHJX was incepted earlier than INSLX: APHJX (9 years) vs INSLX (6 years). APHJX (26.46) and INSLX (26.00) have comparable annual turnover. APHJX (1000000) and INSLX (1000000) have matching initial minimum investment requirements. APHJX annual gain was more profitable for investors over the last year : 3.93 vs. INSLX (-8.52). APHJX return over 5 years is better than : 17.77 vs. INSLX (-18.47).
| APHJX | INSLX | APHJX / INSLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.324 | -11.246 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 3.73B | 122% |
| Annual Yield % from dividends | 0.07 | 1.19 | 6% |
| Returns for 1 year | 3.93 | -8.52 | -46% |
| Returns for 3 years | -9.71 | -28.82 | 34% |
| Returns for 5 years | 17.77 | -18.47 | -96% |
| Returns for 10 years | N/A | N/A | - |
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