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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$16.64
Change-$0.08 (-0.48%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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APHQX vs JVMRX Comparison Chart
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APHQX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. APHQX (1.18B). JVMRX pays higher dividends than APHQX: JVMRX (0.93) vs APHQX (0.79). APHQX was incepted earlier than JVMRX: APHQX (13 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. APHQX (27.81). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 16.48 vs. APHQX (-0.92). JVMRX return over 5 years is better than : 43.53 vs. APHQX (-13.89).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 7.134 | 10.234 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.4B | 5% |
| Annual Yield % from dividends | 0.79 | 0.93 | 85% |
| Returns for 1 year | -0.92 | 16.48 | -6% |
| Returns for 3 years | -26.80 | 10.98 | -244% |
| Returns for 5 years | -13.89 | 43.53 | -32% |
| Returns for 10 years | -36.79 | 61.39 | -60% |
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