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APHQX vs JVMAX
APHQX vs JVMAX Comparison
Open Charts APHQX vs JVMAX
Artisan Mid Cap Value Institutional
Price$15.96
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap A
Price$28.15
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets24.02B
APHQX vs JVMAX Comparison Chart in %
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APHQX vs. JVMAX commentary
Sep 01, 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: 24B vs. APHQX (912M). APHQX pays higher dividends than JVMAX: APHQX (0.70) vs JVMAX (0.55). APHQX was incepted earlier than JVMAX: APHQX (14 years) vs JVMAX (28 years). JVMAX (1.11) 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). JVMAX annual gain was more profitable for investors over the last year : -0.87 vs. APHQX (-2.84). JVMAX return over 5 years is better than : 48.69 vs. APHQX (-2.46).
| APHQX | JVMAX | APHQX / JVMAX | |
| Total Expense Ratio | 0.95 | 1.10 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 3.034 | 10.740 | 28% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 24B | 4% |
| Annual Yield % from dividends | 0.70 | 0.55 | 128% |
| Returns for 1 year | -2.84 | -0.87 | 327% |
| Returns for 3 years | -14.17 | 19.67 | -72% |
| Returns for 5 years | -2.46 | 48.69 | -5% |
| Returns for 10 years | -24.53 | 55.60 | -44% |
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