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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.69
Change+$0.19 (+1.23%)
VolumeN/A
Net Assets1.11B
JHancock Disciplined Value Mid Cap R6
Price$26.71
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets21.34B
APHQX vs JVMRX Comparison Chart
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APHQX vs. JVMRX commentary
Mar 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: 21.3B vs. APHQX (1.11B). JVMRX pays higher dividends than APHQX: JVMRX (0.91) vs APHQX (0.71). 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 : -0.95 vs. JVMRX (-7.35). JVMRX return over 5 years is better than : 41.97 vs. APHQX (2.63).
| 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 | 1.291 | -0.854 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 21.3B | 5% |
| Annual Yield % from dividends | 0.71 | 0.91 | 78% |
| Returns for 1 year | -0.95 | -7.35 | 13% |
| Returns for 3 years | -19.36 | 4.80 | -403% |
| Returns for 5 years | 2.63 | 41.97 | 6% |
| Returns for 10 years | -31.71 | 37.97 | -84% |
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