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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.00
Change-$0.24 (-1.57%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
APHQX vs JVMSX Comparison Chart
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APHQX vs. JVMSX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.7B vs. APHQX (1.01B). APHQX pays higher dividends than JVMSX: APHQX (0.75) vs JVMSX (0.43). 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 : -1.60 vs. JVMSX (-2.16). JVMSX return over 5 years is better than : 51.88 vs. APHQX (0.41).
| 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 | -3.163 | 3.506 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 21.7B | 5% |
| Annual Yield % from dividends | 0.75 | 0.43 | 174% |
| Returns for 1 year | -1.60 | -2.16 | 74% |
| Returns for 3 years | -15.97 | 17.15 | -93% |
| Returns for 5 years | 0.41 | 51.88 | 1% |
| Returns for 10 years | -36.42 | 34.99 | -104% |
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