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APHMX vs FSMAX
APHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAX
Artisan Mid Cap Institutional
Price$37.45
Change+$0.67 (+1.82%)
VolumeN/A
Net Assets3.59B
Fidelity Extended Market Index
Price$79.49
Change+$1.44 (+1.84%)
VolumeN/A
Net Assets36.55B
APHMX vs FSMAX Comparison Chart
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APHMX vs. FSMAX commentary
Apr 24, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. APHMX (3.59B). 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 : -1.02 vs. APHMX (-15.62). FSMAX return over 5 years is better than : 63.03 vs. APHMX (-6.78).
| 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 | -11.629 | -14.118 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 36.5B | 10% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -15.62 | -1.02 | 1,525% |
| Returns for 3 years | -7.80 | 10.08 | -77% |
| Returns for 5 years | -6.78 | 63.03 | -11% |
| Returns for 10 years | -27.53 | 45.70 | -60% |
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