APHMX
Price
$44.11
Change
+$0.39 (+0.89%)
Updated
Jul 3 closing price
Net Assets
3.69B
PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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APHMX vs PEMGX

Header iconAPHMX vs PEMGX Comparison
Open Charts APHMX vs PEMGXBanner chart's image
Artisan Mid Cap Institutional
Price$44.11
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets3.69B
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
APHMX vs PEMGX Comparison Chart in %
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APHMX vs. PEMGX commentary
Jul 07, 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 APHMX is a Buy and PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. APHMX (3.69B). APHMX (0.00) and PEMGX (0.00) have matching dividends . APHMX was incepted earlier than PEMGX: APHMX (25 years) vs PEMGX (20 years). APHMX (0.96) is less costly to investors than PEMGX (0.91). APHMX is a more actively managed with annual turnover of: 44.94 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than APHMX: PEMGX (1000) vs APHMX (1000000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. APHMX (1.64). PEMGX return over 5 years is better than : 58.39 vs. APHMX (-9.79).
APHMXPEMGXAPHMX / PEMGX
Total Expense Ratio0.960.91105%
Annual Report Gross Expense Ratio0.960.91105%
Fund Existence25 years20 years-
Gain YTD5.9836.99286%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B32.3B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year1.6415.2411%
Returns for 3 years26.0551.7050%
Returns for 5 years-9.7958.39-17%
Returns for 10 years-12.22101.09-12%
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