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APHMX vs FSMAX
APHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAX
Artisan Mid Cap Institutional
Price$39.20
Change+$0.52 (+1.34%)
VolumeN/A
Net Assets4.01B
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
APHMX vs FSMAX Comparison Chart
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APHMX vs. FSMAX commentary
Apr 03, 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 APHMX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. APHMX (4.01B). FSMAX pays higher dividends than APHMX: FSMAX (0.53) vs APHMX (0.00). APHMX was incepted earlier than FSMAX: APHMX (25 years) vs FSMAX (14 years). APHMX (0.96) is less costly to investors than FSMAX (0.04). APHMX is a more actively managed with annual turnover of: 44.94 vs. FSMAX (9.00). 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 : 2.49 vs. APHMX (-13.08). FSMAX return over 5 years is better than : 102.79 vs. APHMX (17.71).
| APHMX | FSMAX | APHMX / FSMAX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,743% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,743% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -5.815 | -8.429 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01B | 36.5B | 11% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -13.08 | 2.49 | -525% |
| Returns for 3 years | -12.86 | 7.51 | -171% |
| Returns for 5 years | 17.71 | 102.79 | 17% |
| Returns for 10 years | -20.80 | 55.37 | -38% |
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