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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.90
Change+$0.22 (+1.40%)
VolumeN/A
Net Assets1.09B
JHancock Disciplined Value Mid Cap R4
Price$28.16
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
APHQX vs JVMTX Comparison Chart
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APHQX vs. JVMTX commentary
Jan 31, 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 StrongBuy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. APHQX (1.09B). APHQX pays higher dividends than JVMTX: APHQX (0.79) vs JVMTX (0.73). APHQX was incepted earlier than JVMTX: APHQX (13 years) vs JVMTX (12 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. APHQX (27.81). JVMTX has a lower initial minimum investment than APHQX: JVMTX (0) vs APHQX (1000000). APHQX (4.44) and JVMTX (4.39) have marching annual gain over last year. JVMTX return over 5 years is better than : 30.73 vs. APHQX (-9.12).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 2.647 | 3.679 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 23.1B | 5% |
| Annual Yield % from dividends | 0.79 | 0.73 | 109% |
| Returns for 1 year | 4.44 | 4.39 | 101% |
| Returns for 3 years | -21.93 | 4.38 | -501% |
| Returns for 5 years | -9.12 | 30.73 | -30% |
| Returns for 10 years | -30.60 | 45.79 | -67% |
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