APHMX
Price
$49.13
Change
+$0.55 (+1.13%)
Updated
Oct 8 closing price
Net Assets
3.75B
FSMAX
Price
$102.72
Change
+$1.18 (+1.16%)
Updated
Oct 8 closing price
Net Assets
41.44B
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APHMX vs FSMAX

Header iconAPHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAXBanner chart's image
Artisan Mid Cap Institutional
Price$49.13
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets3.75B
Fidelity Extended Market Index
Price$102.72
Change+$1.18 (+1.16%)
VolumeN/A
Net Assets41.44B
APHMX vs FSMAX Comparison Chart in %
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VS
APHMX vs. FSMAX commentary
Oct 09, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. APHMX (3.75B). FSMAX pays higher dividends than APHMX: FSMAX (0.44) 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 : 17.85 vs. APHMX (11.30). FSMAX return over 5 years is better than : 50.18 vs. APHMX (-14.05).
APHMXFSMAXAPHMX / FSMAX
Total Expense Ratio0.960.042,743%
Annual Report Gross Expense Ratio0.960.042,743%
Fund Existence25 years14 years-
Gain YTD18.04411.730154%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.75B41.4B9%
Annual Yield % from dividends0.000.44-
Returns for 1 year11.3017.8563%
Returns for 3 years40.1968.0059%
Returns for 5 years-14.0550.18-28%
Returns for 10 years1.51104.771%
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