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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$14.21
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
APHQX vs JVMRX Comparison Chart
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APHQX vs. JVMRX commentary
Apr 17, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. APHQX (1.05B). JVMRX pays higher dividends than APHQX: JVMRX (0.94) vs APHQX (0.73). APHQX was incepted earlier than JVMRX: APHQX (13 years) vs JVMRX (14 years). APHQX (0.95) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. APHQX (23.41). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. APHQX annual gain was more profitable for investors over the last year : -5.24 vs. JVMRX (-10.38). JVMRX return over 5 years is better than : 50.77 vs. APHQX (11.44).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -8.263 | -7.424 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 19.7B | 5% |
| Annual Yield % from dividends | 0.73 | 0.94 | 78% |
| Returns for 1 year | -5.24 | -10.38 | 50% |
| Returns for 3 years | -30.33 | -6.40 | 474% |
| Returns for 5 years | 11.44 | 50.77 | 23% |
| Returns for 10 years | -40.55 | 26.22 | -155% |
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