APHMX
Price
$39.20
Change
+$0.52 (+1.34%)
Updated
Apr 2 closing price
Net Assets
4.01B
PEMGX
Price
$43.05
Change
+$0.39 (+0.91%)
Updated
Apr 2 closing price
Net Assets
29.49B
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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$39.20
Change+$0.52 (+1.34%)
VolumeN/A
Net Assets4.01B
Principal MidCap A
Price$43.05
Change+$0.39 (+0.91%)
VolumeN/A
Net Assets29.49B
APHMX vs PEMGX Comparison Chart
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APHMX vs. PEMGX commentary
Apr 03, 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 PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. APHMX (4.01B). 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) and PEMGX (0.95) have similar cost to investors . 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). PEMGX annual gain was more profitable for investors over the last year : 6.81 vs. APHMX (-13.08). PEMGX return over 5 years is better than : 99.81 vs. APHMX (17.71).
APHMXPEMGXAPHMX / PEMGX
Total Expense Ratio0.960.95101%
Annual Report Gross Expense Ratio0.960.95101%
Fund Existence25 years20 years-
Gain YTD-5.8150.094-6,195%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.01B29.5B14%
Annual Yield % from dividends0.000.00-
Returns for 1 year-13.086.81-192%
Returns for 3 years-12.8619.03-68%
Returns for 5 years17.7199.8118%
Returns for 10 years-20.8085.20-24%
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