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APHMX vs FSMAX
APHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAX
Artisan Mid Cap Institutional
Price$42.87
Change+$0.34 (+0.80%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$92.72
Change+$0.89 (+0.97%)
VolumeN/A
CapitalizationN/A
APHMX vs FSMAX Comparison Chart
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APHMX vs. FSMAX commentary
Dec 25, 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 APHMX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. APHMX (4.57B). FSMAX pays higher dividends than APHMX: FSMAX (1.10) vs APHMX (0.00). APHMX was incepted earlier than FSMAX: APHMX (24 years) vs FSMAX (13 years). APHMX is a more actively managed with annual turnover of: 46.87 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than APHMX: FSMAX (0) vs APHMX (1000000). FSMAX annual gain was more profitable for investors over the last year : 18.15 vs. APHMX (3.18). FSMAX return over 5 years is better than : 48.03 vs. APHMX (7.49).
| APHMX | FSMAX | APHMX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 3.078 | 18.210 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 44.5B | 10% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 3.18 | 18.15 | 18% |
| Returns for 3 years | -18.81 | 8.44 | -223% |
| Returns for 5 years | 7.49 | 48.03 | 16% |
| Returns for 10 years | -11.32 | 79.31 | -14% |