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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$14.79
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
APHQX vs JVMSX Comparison Chart
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APHQX vs. JVMSX commentary
May 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. APHQX (1.05B). APHQX pays higher dividends than JVMSX: APHQX (0.76) vs JVMSX (0.46). APHQX was incepted earlier than JVMSX: APHQX (13 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: 47.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). APHQX annual gain was more profitable for investors over the last year : -4.78 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. APHQX (7.65).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -4.519 | -2.424 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 20.6B | 5% |
| Annual Yield % from dividends | 0.76 | 0.46 | 167% |
| Returns for 1 year | -4.78 | -8.45 | 57% |
| Returns for 3 years | -21.29 | 4.66 | -457% |
| Returns for 5 years | 7.65 | 50.94 | 15% |
| Returns for 10 years | -38.13 | 27.80 | -137% |
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