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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
APHQX vs JVMAX Comparison Chart in %
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APHQX vs. JVMAX commentary
Jul 05, 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: 22.6B vs. APHQX (1.01B). APHQX pays higher dividends than JVMAX: APHQX (0.73) vs JVMAX (0.58). 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: 49.00 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 : 3.05 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. APHQX (6.67).
| 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 | 1.743 | 8.301 | 21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.73 | 0.58 | 127% |
| Returns for 1 year | 3.05 | 2.59 | 118% |
| Returns for 3 years | -12.67 | 22.00 | -58% |
| Returns for 5 years | 6.67 | 59.32 | 11% |
| Returns for 10 years | -31.74 | 42.63 | -74% |
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