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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$16.64
Change-$0.08 (-0.48%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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APHQX vs JVMSX Comparison Chart
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APHQX vs. JVMSX commentary
Sep 21, 2024
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: 23.4B vs. APHQX (1.18B). APHQX pays higher dividends than JVMSX: APHQX (0.79) vs JVMSX (0.52). APHQX was incepted earlier than JVMSX: APHQX (13 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. APHQX (27.81). 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 : 15.87 vs. APHQX (-0.92). JVMSX return over 5 years is better than : 41.20 vs. APHQX (-13.89).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 7.134 | 9.835 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.4B | 5% |
| Annual Yield % from dividends | 0.79 | 0.52 | 152% |
| Returns for 1 year | -0.92 | 15.87 | -6% |
| Returns for 3 years | -26.80 | 9.84 | -272% |
| Returns for 5 years | -13.89 | 41.20 | -34% |
| Returns for 10 years | -36.79 | 56.40 | -65% |