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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.71
Change-$0.20 (-1.26%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.99
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
APHQX vs JVMRX Comparison Chart
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APHQX vs. JVMRX commentary
Dec 19, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B 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 : 11.22 vs. APHQX (3.87). JVMRX return over 5 years is better than : 42.46 vs. APHQX (-13.27).
| 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 | 2.585 | 13.268 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.7B | 5% |
| Annual Yield % from dividends | 0.79 | 0.93 | 85% |
| Returns for 1 year | 3.87 | 11.22 | 34% |
| Returns for 3 years | -22.53 | 18.01 | -125% |
| Returns for 5 years | -13.27 | 42.46 | -31% |
| Returns for 10 years | -32.15 | 61.86 | -52% |
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