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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$14.99
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Nov 20, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. APHQX (914M). APHQX pays higher dividends than JVMSX: APHQX (0.73) vs JVMSX (0.41). 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 : -7.41 vs. APHQX (-9.56). JVMSX return over 5 years is better than : 29.76 vs. APHQX (-16.58).
| 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 | -3.228 | 7.236 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 23.4B | 4% |
| Annual Yield % from dividends | 0.73 | 0.41 | 181% |
| Returns for 1 year | -9.56 | -7.41 | 129% |
| Returns for 3 years | -20.84 | 11.53 | -181% |
| Returns for 5 years | -16.58 | 29.76 | -56% |
| Returns for 10 years | -19.03 | 41.20 | -46% |
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