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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.00
Change-$0.24 (-1.57%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
APHQX vs JVMRX Comparison Chart
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APHQX vs. JVMRX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. APHQX (1.01B). JVMRX pays higher dividends than APHQX: JVMRX (0.91) vs APHQX (0.75). 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. JVMRX (-1.60) and APHQX (-1.60) have marching annual gain over last year. JVMRX return over 5 years is better than : 54.49 vs. APHQX (0.41).
| 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 | -3.163 | 3.749 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 21.7B | 5% |
| Annual Yield % from dividends | 0.75 | 0.91 | 83% |
| Returns for 1 year | -1.60 | -1.60 | 100% |
| Returns for 3 years | -15.97 | 18.46 | -87% |
| Returns for 5 years | 0.41 | 54.49 | 1% |
| Returns for 10 years | -36.42 | 39.38 | -92% |
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