APHMX
Price
$48.97
Change
+$0.63 (+1.30%)
Updated
Oct 20 closing price
Net Assets
3.82B
PEMGX
Price
$43.95
Change
+$0.39 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
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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$48.97
Change+$0.63 (+1.30%)
VolumeN/A
Net Assets3.82B
Principal MidCap A
Price$43.95
Change+$0.39 (+0.90%)
VolumeN/A
Net Assets31.93B
APHMX vs PEMGX Comparison Chart in %
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APHMX vs. PEMGX commentary
Oct 21, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. APHMX (3.82B). 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). APHMX annual gain was more profitable for investors over the last year : 6.50 vs. PEMGX (-3.03). PEMGX return over 5 years is better than : 35.03 vs. APHMX (-14.24).
APHMXPEMGXAPHMX / PEMGX
Total Expense Ratio0.960.91105%
Annual Report Gross Expense Ratio0.960.91105%
Fund Existence25 years20 years-
Gain YTD16.1462.206732%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B31.9B12%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.50-3.03-215%
Returns for 3 years43.7848.5790%
Returns for 5 years-14.2435.03-41%
Returns for 10 years-0.4399.18-0%
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