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APHQX vs MVCAX
APHQX vs MVCAX Comparison
Open Charts APHQX vs MVCAX
Artisan Mid Cap Value Institutional
Price$16.65
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
APHQX vs MVCAX Comparison Chart
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APHQX vs. MVCAX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. APHQX (1.13B). 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 : 26.84 vs. APHQX (0.52). MVCAX return over 5 years is better than : 49.25 vs. APHQX (-15.26).
| 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 | 7.977 | 17.801 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 17.9B | 6% |
| Annual Yield % from dividends | 0.79 | 1.16 | 68% |
| Returns for 1 year | 0.52 | 26.84 | 2% |
| Returns for 3 years | -31.56 | 8.55 | -369% |
| Returns for 5 years | -15.26 | 49.25 | -31% |
| Returns for 10 years | -35.62 | 78.64 | -45% |