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APHLX vs FFMMX
APHLX vs FFMMX Comparison
Open Charts APHLX vs FFMMX
Artisan Value Institutional
Price$14.43
Change-$0.14 (-0.96%)
VolumeN/A
Net Assets331.34M
American Funds American Mutual 529-F-2
Price$55.85
Change-$0.57 (-1.01%)
VolumeN/A
Net Assets102.33B
APHLX vs FFMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 102B vs. APHLX (331M). FFMMX pays higher dividends than APHLX: FFMMX (1.79) vs APHLX (1.40). APHLX was incepted earlier than FFMMX: APHLX (14 years) vs FFMMX (4 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 : 6.25 vs. APHLX (1.29).
| 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 | 4 years | - |
| Gain YTD | 1.121 | 1.233 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 102B | 0% |
| Annual Yield % from dividends | 1.40 | 1.79 | 79% |
| Returns for 1 year | 1.29 | 6.25 | 21% |
| Returns for 3 years | 5.45 | 17.64 | 31% |
| Returns for 5 years | 59.38 | N/A | - |
| Returns for 10 years | 20.04 | N/A | - |
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