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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$16.64
Change-$0.08 (-0.48%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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APHQX vs JVMAX Comparison Chart
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APHQX vs. JVMAX commentary
Sep 21, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B 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 (27 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 : 15.86 vs. APHQX (-0.92). JVMAX return over 5 years is better than : 40.80 vs. APHQX (-13.89).
| APHQX | JVMAX | APHQX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 7.134 | 9.927 | 72% |
| 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 | 23.4B | 5% |
| Annual Yield % from dividends | 0.79 | 0.67 | 119% |
| Returns for 1 year | -0.92 | 15.86 | -6% |
| Returns for 3 years | -26.80 | 9.43 | -284% |
| Returns for 5 years | -13.89 | 40.80 | -34% |
| Returns for 10 years | -36.79 | 55.08 | -67% |
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