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APHQX vs MVCAX
APHQX vs MVCAX Comparison
Open Charts APHQX vs MVCAX
Artisan Mid Cap Value Institutional
Price$15.52
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets948.32M
APHQX vs MVCAX Comparison Chart in %
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APHQX vs. MVCAX 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 APHQX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. APHQX (948M). MVCAX pays higher dividends than APHQX: MVCAX (0.84) vs APHQX (0.72). APHQX was incepted earlier than MVCAX: APHQX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than APHQX (0.95). MVCAX is a more actively managed with annual turnover of: 27.00 vs. APHQX (23.41). MVCAX has a lower initial minimum investment than APHQX: MVCAX (1000) vs APHQX (1000000). MVCAX (-5.28) and APHQX (-5.29) have marching annual gain over last year. MVCAX return over 5 years is better than : 46.13 vs. APHQX (-6.58).
| APHQX | MVCAX | APHQX / MVCAX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.194 | 5.052 | 4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 17.1B | 6% |
| Annual Yield % from dividends | 0.72 | 0.84 | 86% |
| Returns for 1 year | -5.29 | -5.28 | 100% |
| Returns for 3 years | -9.22 | 24.30 | -38% |
| Returns for 5 years | -6.58 | 46.13 | -14% |
| Returns for 10 years | -29.81 | 73.84 | -40% |
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