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APHMX vs FSMAX
APHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAX
Artisan Mid Cap Institutional
Price$44.66
Change+$0.18 (+0.40%)
VolumeN/A
Net Assets4.14B
Fidelity Extended Market Index
Price$96.19
Change+$0.34 (+0.35%)
VolumeN/A
Net Assets40.78B
APHMX vs FSMAX Comparison Chart
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APHMX vs. FSMAX commentary
Jan 25, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. APHMX (4.14B). FSMAX pays higher dividends than APHMX: FSMAX (1.10) vs APHMX (0.00). APHMX was incepted earlier than FSMAX: APHMX (25 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 : 26.23 vs. APHMX (6.56). FSMAX return over 5 years is better than : 52.97 vs. APHMX (7.32).
| APHMX | FSMAX | APHMX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 7.304 | 5.843 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 40.8B | 10% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 6.56 | 26.23 | 25% |
| Returns for 3 years | 0.93 | 27.74 | 3% |
| Returns for 5 years | 7.32 | 52.97 | 14% |
| Returns for 10 years | -6.85 | 87.92 | -8% |
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