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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R2
Price$28.67
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Aug 08, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. APHQX (1.03B). APHQX pays higher dividends than JVMSX: APHQX (0.74) vs JVMSX (0.41). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : 3.79 vs. APHQX (-1.26). JVMSX return over 5 years is better than : 49.13 vs. APHQX (-4.22).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -1.937 | 7.572 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.3B | 4% |
| Annual Yield % from dividends | 0.74 | 0.41 | 180% |
| Returns for 1 year | -1.26 | 3.79 | -33% |
| Returns for 3 years | -20.97 | 14.79 | -142% |
| Returns for 5 years | -4.22 | 49.13 | -9% |
| Returns for 10 years | -34.13 | 40.29 | -85% |
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