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APHQX vs MVCAX
APHQX vs MVCAX Comparison
Open Charts APHQX vs MVCAX
Artisan Mid Cap Value Institutional
Price$15.56
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets914.48M
APHQX vs MVCAX Comparison Chart in %
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APHQX vs. MVCAX 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 APHQX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. APHQX (914M). MVCAX pays higher dividends than APHQX: MVCAX (0.84) vs APHQX (0.72). APHQX was incepted earlier than MVCAX: APHQX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than APHQX (0.95). MVCAX is a more actively managed with annual turnover of: 27.00 vs. APHQX (23.41). MVCAX has a lower initial minimum investment than APHQX: MVCAX (1000) vs APHQX (1000000). APHQX annual gain was more profitable for investors over the last year : -8.20 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. APHQX (-6.99).
| APHQX | MVCAX | APHQX / MVCAX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -0.646 | 3.585 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 16.9B | 5% |
| Annual Yield % from dividends | 0.72 | 0.84 | 86% |
| Returns for 1 year | -8.20 | -9.14 | 90% |
| Returns for 3 years | -12.29 | 20.07 | -61% |
| Returns for 5 years | -6.99 | 44.40 | -16% |
| Returns for 10 years | -29.80 | 70.98 | -42% |
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