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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.00
Change-$0.24 (-1.57%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
APHQX vs JVMAX Comparison Chart
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APHQX vs. JVMAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. APHQX (1.01B). APHQX pays higher dividends than JVMAX: APHQX (0.75) vs JVMAX (0.60). 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 : -1.60 vs. JVMAX (-2.54). JVMAX return over 5 years is better than : 50.75 vs. APHQX (0.41).
| 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 | -3.163 | 3.580 | -88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 21.7B | 5% |
| Annual Yield % from dividends | 0.75 | 0.60 | 126% |
| Returns for 1 year | -1.60 | -2.54 | 63% |
| Returns for 3 years | -15.97 | 16.43 | -97% |
| Returns for 5 years | 0.41 | 50.75 | 1% |
| Returns for 10 years | -36.42 | 33.14 | -110% |
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