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APHMX vs FSMAX
APHMX vs FSMAX Comparison
Open Charts APHMX vs FSMAX
Artisan Mid Cap Institutional
Price$45.97
Change+$0.45 (+0.99%)
VolumeN/A
Net Assets3.81B
Fidelity Extended Market Index
Price$94.95
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets39.63B
APHMX vs FSMAX Comparison Chart in %
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APHMX vs. FSMAX commentary
Aug 07, 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: 39.6B vs. APHMX (3.81B). FSMAX pays higher dividends than APHMX: FSMAX (0.46) 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 : 20.34 vs. APHMX (13.76). FSMAX return over 5 years is better than : 51.31 vs. APHMX (-11.60).
| 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 | 10.452 | 4.456 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 39.6B | 10% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 13.76 | 20.34 | 68% |
| Returns for 3 years | 13.34 | 38.69 | 34% |
| Returns for 5 years | -11.60 | 51.31 | -23% |
| Returns for 10 years | -9.84 | 84.02 | -12% |
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