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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.90
Change+$0.22 (+1.40%)
VolumeN/A
Net Assets1.09B
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
APHQX vs JVMAX Comparison Chart
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APHQX vs. JVMAX commentary
Jan 31, 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 StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. APHQX (1.09B). APHQX pays higher dividends than JVMAX: APHQX (0.79) vs JVMAX (0.67). APHQX was incepted earlier than JVMAX: APHQX (13 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. APHQX (27.81). 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 : 4.44 vs. JVMAX (3.68). JVMAX return over 5 years is better than : 28.55 vs. APHQX (-9.12).
| APHQX | JVMAX | APHQX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 2.647 | 3.659 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 23.1B | 5% |
| Annual Yield % from dividends | 0.79 | 0.67 | 119% |
| Returns for 1 year | 4.44 | 3.68 | 121% |
| Returns for 3 years | -21.93 | 3.11 | -705% |
| Returns for 5 years | -9.12 | 28.55 | -32% |
| Returns for 10 years | -30.60 | 41.55 | -74% |
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