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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.71
Change-$0.20 (-1.26%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.33
Change-$0.35 (-1.18%)
VolumeN/A
CapitalizationN/A
APHQX vs JVMAX Comparison Chart
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APHQX vs. JVMAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. APHQX (1.18B). 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). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. APHQX (3.87). JVMAX return over 5 years is better than : 39.81 vs. APHQX (-13.27).
| 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 | 2.585 | 12.851 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.7B | 5% |
| Annual Yield % from dividends | 0.79 | 0.67 | 119% |
| Returns for 1 year | 3.87 | 10.66 | 36% |
| Returns for 3 years | -22.53 | 16.69 | -135% |
| Returns for 5 years | -13.27 | 39.81 | -33% |
| Returns for 10 years | -32.15 | 55.64 | -58% |
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