Ad is loading...
APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$14.79
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
APHQX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMRX commentary
May 09, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. APHQX (1.05B). JVMRX pays higher dividends than APHQX: JVMRX (0.96) vs APHQX (0.76). 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 : -4.78 vs. JVMRX (-7.91). JVMRX return over 5 years is better than : 53.53 vs. APHQX (7.65).
| 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 | -4.519 | -2.227 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 20.6B | 5% |
| Annual Yield % from dividends | 0.76 | 0.96 | 79% |
| Returns for 1 year | -4.78 | -7.91 | 60% |
| Returns for 3 years | -21.29 | 5.83 | -365% |
| Returns for 5 years | 7.65 | 53.53 | 14% |
| Returns for 10 years | -38.13 | 31.98 | -119% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FOVL | 69.22 | 0.88 | +1.29% |
| iShares Focused Value Factor ETF | |||
| FXH | 100.35 | -0.01 | -0.01% |
| First Trust Health Care AlphaDEX® ETF | |||
| BSMW | 24.41 | -0.03 | -0.12% |
| Invesco BulletShares 2032 Muncpl Bd ETF | |||
| IQLT | 41.64 | -0.21 | -0.50% |
| iShares MSCI Intl Quality Factor ETF | |||
| IDLV | 32.09 | -0.35 | -1.08% |
| Invesco S&P Intl Dev Low Vol ETF | |||