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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$14.99
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. APHQX (914M). APHQX pays higher dividends than JVMTX: APHQX (0.73) vs JVMTX (0.63). APHQX was incepted earlier than JVMTX: APHQX (14 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than APHQX (0.95). JVMTX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). 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 : -7.14 vs. APHQX (-9.56). JVMTX return over 5 years is better than : 30.97 vs. APHQX (-16.58).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.10 | 86% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -3.228 | 7.507 | -43% |
| 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 | 0.63 | 117% |
| Returns for 1 year | -9.56 | -7.14 | 134% |
| Returns for 3 years | -20.84 | 12.20 | -171% |
| Returns for 5 years | -16.58 | 30.97 | -54% |
| Returns for 10 years | -19.03 | 43.58 | -44% |
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