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APHLX vs FFFMX
APHLX vs FFFMX Comparison
Open Charts APHLX vs FFFMX
Artisan Value Institutional
Price$14.66
Change-$1.07 (-6.80%)
VolumeN/A
Net Assets316.79M
American Funds American Mutual 529-F-3
Price$60.83
Change-$1.70 (-2.72%)
VolumeN/A
Net Assets111.52B
APHLX vs FFFMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 112B vs. APHLX (317M). FFFMX pays higher dividends than APHLX: FFFMX (1.77) vs APHLX (1.60). APHLX was incepted earlier than FFFMX: APHLX (15 years) vs FFFMX (5 years). APHLX (0.86) is less costly to investors than FFFMX (0.32). APHLX is a more actively managed with annual turnover of: 35.72 vs. FFFMX (30.00). FFFMX has a lower initial minimum investment than APHLX: FFFMX (250) vs APHLX (1000000). FFFMX annual gain was more profitable for investors over the last year : 8.13 vs. APHLX (1.12). FFFMX return over 5 years is better than : 48.69 vs. APHLX (10.45).
| APHLX | FFFMX | APHLX / FFFMX | |
| Total Expense Ratio | 0.84 | 0.32 | 263% |
| Annual Report Gross Expense Ratio | 0.86 | 0.32 | 269% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 2.517 | 2.304 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 112B | 0% |
| Annual Yield % from dividends | 1.60 | 1.77 | 91% |
| Returns for 1 year | 1.12 | 8.13 | 14% |
| Returns for 3 years | 19.39 | 31.15 | 62% |
| Returns for 5 years | 10.45 | 48.69 | 21% |
| Returns for 10 years | 59.16 | N/A | - |
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