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APHLX vs FFMMX
APHLX vs FFMMX Comparison
Open Charts APHLX vs FFMMX
Artisan Value Institutional
Price$15.04
Change-$0.22 (-1.44%)
VolumeN/A
Net Assets308.5M
American Funds American Mutual 529-F-2
Price$58.11
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
APHLX vs FFMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 106B vs. APHLX (308M). FFMMX pays higher dividends than APHLX: FFMMX (1.81) vs APHLX (1.43). APHLX was incepted earlier than FFMMX: APHLX (14 years) vs FFMMX (5 years). APHLX (0.86) is less costly to investors than FFMMX (0.36). FFMMX is a more actively managed with annual turnover of: 31.00 vs. APHLX (25.33). FFMMX has a lower initial minimum investment than APHLX: FFMMX (250) vs APHLX (1000000). FFMMX annual gain was more profitable for investors over the last year : 9.33 vs. APHLX (5.57).
| APHLX | FFMMX | APHLX / FFMMX | |
| Total Expense Ratio | 0.84 | 0.36 | 233% |
| Annual Report Gross Expense Ratio | 0.86 | 0.36 | 239% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 5.396 | 6.259 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 106B | 0% |
| Annual Yield % from dividends | 1.43 | 1.81 | 79% |
| Returns for 1 year | 5.57 | 9.33 | 60% |
| Returns for 3 years | 18.39 | 30.69 | 60% |
| Returns for 5 years | 37.73 | N/A | - |
| Returns for 10 years | 21.43 | N/A | - |
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