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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.96
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R4
Price$29.82
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.02B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX commentary
Sep 01, 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: 24B vs. APHQX (912M). APHQX pays higher dividends than JVMTX: APHQX (0.70) vs JVMTX (0.62). 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 : -0.18 vs. APHQX (-2.84). JVMTX return over 5 years is better than : 51.12 vs. APHQX (-2.46).
| 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 | 3.034 | 10.814 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 24B | 4% |
| Annual Yield % from dividends | 0.70 | 0.62 | 113% |
| Returns for 1 year | -2.84 | -0.18 | 1,564% |
| Returns for 3 years | -14.17 | 21.11 | -67% |
| Returns for 5 years | -2.46 | 51.12 | -5% |
| Returns for 10 years | -24.53 | 60.26 | -41% |
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