APHMX
Price
$42.17
Change
-$6.91 (-14.08%)
Updated
Feb 3 closing price
Net Assets
3.27B
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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APHMX vs PMBPX

Header iconAPHMX vs PMBPX Comparison
Open Charts APHMX vs PMBPXBanner chart's image
Artisan Mid Cap Institutional
Price$42.17
Change-$6.91 (-14.08%)
VolumeN/A
Net Assets3.27B
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
APHMX vs PMBPX Comparison Chart in %
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APHMX vs. PMBPX 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 PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. APHMX (3.28B). APHMX (0.00) and PMBPX (0.00) have matching dividends . APHMX was incepted earlier than PMBPX: APHMX (26 years) vs PMBPX (25 years). APHMX (0.96) is less costly to investors than PMBPX (0.83). APHMX is a more actively managed with annual turnover of: 62.54 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than APHMX: PMBPX (0) vs APHMX (1000000). APHMX annual gain was more profitable for investors over the last year : -4.70 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. APHMX (-26.02).
APHMXPMBPXAPHMX / PMBPX
Total Expense Ratio0.960.83116%
Annual Report Gross Expense Ratio0.960.83116%
Fund Existence26 years25 years-
Gain YTD1.103-2.931-38%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.28B30.3B11%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.70-11.1742%
Returns for 3 years12.2421.0058%
Returns for 5 years-26.0212.76-204%
Returns for 10 years19.08119.3916%
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