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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap A
Price$27.21
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets23.32B
APHQX vs JVMAX Comparison Chart in %
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APHQX vs. JVMAX commentary
Aug 08, 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 JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. APHQX (1.03B). APHQX pays higher dividends than JVMAX: APHQX (0.74) vs JVMAX (0.57). APHQX was incepted earlier than JVMAX: APHQX (14 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: 49.00 vs. APHQX (23.41). JVMAX has a lower initial minimum investment than APHQX: JVMAX (1000) vs APHQX (1000000). JVMAX annual gain was more profitable for investors over the last year : 3.37 vs. APHQX (-1.26). JVMAX return over 5 years is better than : 48.03 vs. APHQX (-4.22).
| APHQX | JVMAX | APHQX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.13 | 84% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -1.937 | 7.671 | -25% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.3B | 4% |
| Annual Yield % from dividends | 0.74 | 0.57 | 131% |
| Returns for 1 year | -1.26 | 3.37 | -37% |
| Returns for 3 years | -20.97 | 14.06 | -149% |
| Returns for 5 years | -4.22 | 48.03 | -9% |
| Returns for 10 years | -34.13 | 38.46 | -89% |
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