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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.52
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets948.32M
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Oct 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: 24.1B vs. APHQX (948M). JVMRX pays higher dividends than APHQX: JVMRX (0.84) vs APHQX (0.72). APHQX was incepted earlier than JVMRX: APHQX (14 years) vs JVMRX (14 years). APHQX (0.95) is less costly to investors than JVMRX (0.75). 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 : -0.95 vs. APHQX (-5.29). JVMRX return over 5 years is better than : 49.17 vs. APHQX (-6.58).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 0.95 | 0.75 | 127% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.194 | 11.136 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 24.1B | 4% |
| Annual Yield % from dividends | 0.72 | 0.84 | 87% |
| Returns for 1 year | -5.29 | -0.95 | 556% |
| Returns for 3 years | -9.22 | 29.92 | -31% |
| Returns for 5 years | -6.58 | 49.17 | -13% |
| Returns for 10 years | -29.81 | 54.96 | -54% |
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