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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.69
Change+$0.19 (+1.23%)
VolumeN/A
Net Assets1.11B
JHancock Disciplined Value Mid Cap R4
Price$26.68
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets21.34B
APHQX vs JVMTX Comparison Chart
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APHQX vs. JVMTX commentary
Mar 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. APHQX (1.11B). APHQX pays higher dividends than JVMTX: APHQX (0.71) vs JVMTX (0.67). APHQX was incepted earlier than JVMTX: APHQX (13 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than APHQX (0.95). JVMTX is a more actively managed with annual turnover of: 47.00 vs. APHQX (23.41). JVMTX has a lower initial minimum investment than APHQX: JVMTX (0) vs APHQX (1000000). APHQX annual gain was more profitable for investors over the last year : -0.95 vs. JVMTX (-7.59). JVMTX return over 5 years is better than : 40.89 vs. APHQX (2.63).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.95 | 1.00 | 95% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 1.291 | -0.855 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 21.3B | 5% |
| Annual Yield % from dividends | 0.71 | 0.67 | 106% |
| Returns for 1 year | -0.95 | -7.59 | 13% |
| Returns for 3 years | -19.36 | 4.31 | -449% |
| Returns for 5 years | 2.63 | 40.89 | 6% |
| Returns for 10 years | -31.71 | 35.92 | -88% |
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