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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$14.79
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
APHQX vs JVMTX Comparison Chart
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APHQX vs. JVMTX commentary
May 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: 20.6B vs. APHQX (1.05B). APHQX pays higher dividends than JVMTX: APHQX (0.76) vs JVMTX (0.71). 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 : -4.78 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. APHQX (7.65).
| 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 | -4.519 | -2.304 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 20.6B | 5% |
| Annual Yield % from dividends | 0.76 | 0.71 | 108% |
| Returns for 1 year | -4.78 | -8.15 | 59% |
| Returns for 3 years | -21.29 | 5.30 | -402% |
| Returns for 5 years | 7.65 | 52.25 | 15% |
| Returns for 10 years | -38.13 | 29.98 | -127% |
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