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APHQX vs MVCAX
APHQX vs MVCAX Comparison
Open Charts APHQX vs MVCAX
Artisan Mid Cap Value Institutional
Price$14.21
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets1.05B
APHQX vs MVCAX Comparison Chart
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APHQX vs. MVCAX commentary
Apr 17, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.6B vs. APHQX (1.05B). MVCAX pays higher dividends than APHQX: MVCAX (0.90) vs APHQX (0.73). APHQX was incepted earlier than MVCAX: APHQX (13 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). APHQX annual gain was more profitable for investors over the last year : -5.24 vs. MVCAX (-8.31). MVCAX return over 5 years is better than : 55.12 vs. APHQX (11.44).
| APHQX | MVCAX | APHQX / MVCAX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -8.263 | -9.452 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 15.6B | 7% |
| Annual Yield % from dividends | 0.73 | 0.90 | 81% |
| Returns for 1 year | -5.24 | -8.31 | 63% |
| Returns for 3 years | -30.33 | -6.83 | 444% |
| Returns for 5 years | 11.44 | 55.12 | 21% |
| Returns for 10 years | -40.55 | 43.47 | -93% |
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