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APHWX vs FFMMX
APHWX vs FFMMX Comparison
Open Charts APHWX vs FFMMX
Artisan Value Income Institutional
Price$9.94
Change+$0.57 (+6.08%)
VolumeN/A
Net Assets16.49M
American Funds American Mutual 529-F-2
Price$52.76
Change-$1.37 (-2.53%)
VolumeN/A
Net Assets98.3B
APHWX vs FFMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFMMX has more cash in the bank: 98.3B vs. APHWX (16.5M). APHWX pays higher dividends than FFMMX: APHWX (2.45) vs FFMMX (1.85). APHWX was incepted earlier than FFMMX: APHWX (3 years) vs FFMMX (4 years). APHWX (2.21) is less costly to investors than FFMMX (0.36). FFMMX is a more actively managed with annual turnover of: 31.00 vs. APHWX (29.11). FFMMX has a lower initial minimum investment than APHWX: FFMMX (250) vs APHWX (1000000). APHWX annual gain was more profitable for investors over the last year : -3.26 vs. FFMMX (-3.87).
| APHWX | FFMMX | APHWX / FFMMX | |
| Total Expense Ratio | 1.05 | 0.36 | 292% |
| Annual Report Gross Expense Ratio | 2.21 | 0.36 | 614% |
| Fund Existence | 3 years | 4 years | - |
| Gain YTD | -8.526 | -7.578 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 98.3B | 0% |
| Annual Yield % from dividends | 2.45 | 1.85 | 132% |
| Returns for 1 year | -3.26 | -3.87 | 84% |
| Returns for 3 years | 1.00 | 1.07 | 93% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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