APHQX
Price
$15.81
Change
+$0.08 (+0.51%)
Updated
Jul 25 closing price
Net Assets
1.02B
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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APHQX vs JVMIX

Header iconAPHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIXBanner chart's image
Artisan Mid Cap Value Institutional
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Jul 27, 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. APHQX (1.03B). JVMIX pays higher dividends than APHQX: JVMIX (0.78) vs APHQX (0.73). APHQX was incepted earlier than JVMIX: APHQX (13 years) vs JVMIX (28 years). APHQX (0.95) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMIX has a lower initial minimum investment than APHQX: JVMIX (250000) vs APHQX (1000000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. APHQX (-0.44). JVMIX return over 5 years is better than : 58.07 vs. APHQX (2.96).
APHQXJVMIXAPHQX / JVMIX
Total Expense Ratio0.950.87109%
Annual Report Gross Expense Ratio0.950.88108%
Fund Existence13 years28 years-
Gain YTD2.0669.31422%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B23.1B4%
Annual Yield % from dividends0.730.7894%
Returns for 1 year-0.441.20-37%
Returns for 3 years-14.5721.47-68%
Returns for 5 years2.9658.075%
Returns for 10 years-29.8150.28-59%
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