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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R4
Price$28.83
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. APHQX (1.03B). APHQX pays higher dividends than JVMTX: APHQX (0.74) vs JVMTX (0.64). APHQX was incepted earlier than JVMTX: APHQX (14 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: 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 : 4.14 vs. APHQX (-1.26). JVMTX return over 5 years is better than : 50.49 vs. APHQX (-4.22).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.95 | 1.00 | 95% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -1.937 | 7.767 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.3B | 4% |
| Annual Yield % from dividends | 0.74 | 0.64 | 116% |
| Returns for 1 year | -1.26 | 4.14 | -30% |
| Returns for 3 years | -20.97 | 15.47 | -136% |
| Returns for 5 years | -4.22 | 50.49 | -8% |
| Returns for 10 years | -34.13 | 42.69 | -80% |
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