Ad is loading...
APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.69
Change+$0.19 (+1.23%)
VolumeN/A
Net Assets1.11B
JHancock Disciplined Value Mid Cap A
Price$25.19
Change+$0.19 (+0.76%)
VolumeN/A
Net Assets21.34B
APHQX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMAX commentary
Mar 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. APHQX (1.11B). APHQX pays higher dividends than JVMAX: APHQX (0.71) vs JVMAX (0.59). 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 : -0.95 vs. JVMAX (-8.24). JVMAX return over 5 years is better than : 38.52 vs. APHQX (2.63).
| 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 | 1.291 | -0.905 | -143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 21.3B | 5% |
| Annual Yield % from dividends | 0.71 | 0.59 | 119% |
| Returns for 1 year | -0.95 | -8.24 | 12% |
| Returns for 3 years | -19.36 | 3.03 | -639% |
| Returns for 5 years | 2.63 | 38.52 | 7% |
| Returns for 10 years | -31.71 | 31.89 | -99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CONL | 24.08 | 0.58 | +2.47% |
| GraniteShares 2x Long COIN Daily ETF | |||
| GUNR | 38.24 | 0.40 | +1.06% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| USNZ | 36.84 | 0.28 | +0.75% |
| Xtrackers Net Zero Pwy Par Alg US Eq ETF | |||
| IVVM | 30.63 | 0.10 | +0.33% |
| iShares Large Cap Moderate Buffer ETF | |||
| SNPG | 43.92 | -0.05 | -0.12% |
| Xtrackers S&P 500 Growth Scrd & Scrn ETF | |||