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APHQX vs MVCAX
APHQX vs MVCAX Comparison
Open Charts APHQX vs MVCAX
Artisan Mid Cap Value Institutional
Price$15.71
Change-$0.20 (-1.26%)
VolumeN/A
CapitalizationN/A
APHQX vs MVCAX Comparison Chart
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APHQX vs. MVCAX commentary
Dec 19, 2024
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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. APHQX (1.18B). MVCAX pays higher dividends than APHQX: MVCAX (1.16) vs APHQX (0.79). APHQX was incepted earlier than MVCAX: APHQX (13 years) vs MVCAX (23 years). APHQX is a more actively managed with annual turnover of: 27.81 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than APHQX: MVCAX (1000) vs APHQX (1000000). MVCAX annual gain was more profitable for investors over the last year : 7.20 vs. APHQX (3.87). MVCAX return over 5 years is better than : 32.46 vs. APHQX (-13.27).
| APHQX | MVCAX | APHQX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.585 | 5.872 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 17.7B | 7% |
| Annual Yield % from dividends | 0.79 | 1.16 | 68% |
| Returns for 1 year | 3.87 | 7.20 | 54% |
| Returns for 3 years | -22.53 | 5.74 | -392% |
| Returns for 5 years | -13.27 | 32.46 | -41% |
| Returns for 10 years | -32.15 | 68.25 | -47% |
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