APHMX
Price
$42.17
Change
-$6.91 (-14.08%)
Updated
Feb 3 closing price
Net Assets
3.27B
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
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APHMX vs PMBJX

Header iconAPHMX vs PMBJX Comparison
Open Charts APHMX vs PMBJXBanner chart's image
Artisan Mid Cap Institutional
Price$42.17
Change-$6.91 (-14.08%)
VolumeN/A
Net Assets3.27B
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
APHMX vs PMBJX Comparison Chart in %
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APHMX vs. PMBJX commentary
Feb 04, 2026

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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. APHMX (3.28B). APHMX (0.00) and PMBJX (0.00) have matching dividends . APHMX was incepted earlier than PMBJX: APHMX (26 years) vs PMBJX (25 years). APHMX (0.96) is less costly to investors than PMBJX (0.78). APHMX is a more actively managed with annual turnover of: 62.54 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than APHMX: PMBJX (1000) vs APHMX (1000000). APHMX annual gain was more profitable for investors over the last year : -4.70 vs. PMBJX (-11.50). PMBJX return over 5 years is better than : 11.44 vs. APHMX (-26.02).
APHMXPMBJXAPHMX / PMBJX
Total Expense Ratio0.960.78123%
Annual Report Gross Expense Ratio0.960.78123%
Fund Existence26 years25 years-
Gain YTD1.103-2.953-37%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B30.3B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.70-11.5041%
Returns for 3 years12.2420.2660%
Returns for 5 years-26.0211.44-227%
Returns for 10 years19.08114.8117%
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