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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.96
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R2
Price$29.66
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.02B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24B vs. APHQX (912M). APHQX pays higher dividends than JVMSX: APHQX (0.70) vs JVMSX (0.40). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (14 years). JVMSX (1.25) 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 : -0.46 vs. APHQX (-2.84). JVMSX return over 5 years is better than : 49.78 vs. APHQX (-2.46).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.034 | 10.630 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 24B | 4% |
| Annual Yield % from dividends | 0.70 | 0.40 | 176% |
| Returns for 1 year | -2.84 | -0.46 | 614% |
| Returns for 3 years | -14.17 | 20.43 | -69% |
| Returns for 5 years | -2.46 | 49.78 | -5% |
| Returns for 10 years | -24.53 | 57.71 | -43% |
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