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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.71
Change-$0.20 (-1.26%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
APHQX vs JVMTX Comparison Chart
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APHQX vs. JVMTX commentary
Dec 19, 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 StrongBuy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. APHQX (1.18B). APHQX pays higher dividends than JVMTX: APHQX (0.79) vs JVMTX (0.73). APHQX was incepted earlier than JVMTX: APHQX (13 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. APHQX (27.81). JVMTX has a lower initial minimum investment than APHQX: JVMTX (0) vs APHQX (1000000). JVMTX annual gain was more profitable for investors over the last year : 11.00 vs. APHQX (3.87). JVMTX return over 5 years is better than : 41.32 vs. APHQX (-13.27).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 2.585 | 13.021 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.7B | 5% |
| Annual Yield % from dividends | 0.79 | 0.73 | 109% |
| Returns for 1 year | 3.87 | 11.00 | 35% |
| Returns for 3 years | -22.53 | 17.45 | -129% |
| Returns for 5 years | -13.27 | 41.32 | -32% |
| Returns for 10 years | -32.15 | 59.48 | -54% |
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