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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Jul 05, 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: 22.6B vs. APHQX (1.01B). JVMRX pays higher dividends than APHQX: JVMRX (0.88) 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: 49.00 vs. APHQX (23.41). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. APHQX (3.05). JVMRX return over 5 years is better than : 63.32 vs. APHQX (6.67).
| 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 | 1.743 | 8.500 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.73 | 0.88 | 83% |
| Returns for 1 year | 3.05 | 3.59 | 85% |
| Returns for 3 years | -12.67 | 24.14 | -52% |
| Returns for 5 years | 6.67 | 63.32 | 11% |
| Returns for 10 years | -31.74 | 49.30 | -64% |
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