APHMX
Price
$49.13
Change
+$0.55 (+1.13%)
Updated
Oct 8 closing price
Net Assets
3.75B
PEMGX
Price
$44.62
Change
+$0.03 (+0.07%)
Updated
Oct 8 closing price
Net Assets
32.87B
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APHMX vs PEMGX

Header iconAPHMX vs PEMGX Comparison
Open Charts APHMX vs PEMGXBanner chart's image
Artisan Mid Cap Institutional
Price$49.13
Change+$0.55 (+1.13%)
VolumeN/A
Net Assets3.75B
Principal MidCap A
Price$44.62
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.87B
APHMX vs PEMGX Comparison Chart in %
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APHMX vs. PEMGX 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 PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. APHMX (3.75B). APHMX (0.00) and PEMGX (0.00) have matching dividends . APHMX was incepted earlier than PEMGX: APHMX (25 years) vs PEMGX (20 years). APHMX (0.96) is less costly to investors than PEMGX (0.91). APHMX is a more actively managed with annual turnover of: 44.94 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than APHMX: PEMGX (1000) vs APHMX (1000000). APHMX annual gain was more profitable for investors over the last year : 11.30 vs. PEMGX (2.44). PEMGX return over 5 years is better than : 37.88 vs. APHMX (-14.05).
APHMXPEMGXAPHMX / PEMGX
Total Expense Ratio0.960.91105%
Annual Report Gross Expense Ratio0.960.91105%
Fund Existence25 years20 years-
Gain YTD18.0444.622390%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.75B32.9B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.302.44464%
Returns for 3 years40.1953.0276%
Returns for 5 years-14.0537.88-37%
Returns for 10 years1.51104.451%
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