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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$14.21
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
APHQX vs JVMAX Comparison Chart
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APHQX vs. JVMAX commentary
Apr 17, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. APHQX (1.05B). APHQX pays higher dividends than JVMAX: APHQX (0.73) vs JVMAX (0.61). APHQX was incepted earlier than JVMAX: APHQX (13 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than APHQX (0.95). JVMAX is a more actively managed with annual turnover of: 47.00 vs. APHQX (23.41). JVMAX has a lower initial minimum investment than APHQX: JVMAX (1000) vs APHQX (1000000). APHQX annual gain was more profitable for investors over the last year : -5.24 vs. JVMAX (-11.24). JVMAX return over 5 years is better than : 47.12 vs. APHQX (11.44).
| APHQX | JVMAX | APHQX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.13 | 84% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -8.263 | -7.514 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 19.7B | 5% |
| Annual Yield % from dividends | 0.73 | 0.61 | 119% |
| Returns for 1 year | -5.24 | -11.24 | 47% |
| Returns for 3 years | -30.33 | -8.00 | 379% |
| Returns for 5 years | 11.44 | 47.12 | 24% |
| Returns for 10 years | -40.55 | 20.65 | -196% |
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