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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$14.21
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R4
Price$24.62
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
APHQX vs JVMTX Comparison Chart
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APHQX vs. JVMTX commentary
Apr 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.7B vs. APHQX (1.05B). APHQX pays higher dividends than JVMTX: APHQX (0.73) vs JVMTX (0.69). 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 : -5.24 vs. JVMTX (-10.62). JVMTX return over 5 years is better than : 49.55 vs. APHQX (11.44).
| 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 | -8.263 | -7.469 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 19.7B | 5% |
| Annual Yield % from dividends | 0.73 | 0.69 | 106% |
| Returns for 1 year | -5.24 | -10.62 | 49% |
| Returns for 3 years | -30.33 | -6.85 | 443% |
| Returns for 5 years | 11.44 | 49.55 | 23% |
| Returns for 10 years | -40.55 | 24.29 | -167% |
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