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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
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.
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).
| APHQX | JVMIX | APHQX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.87 | 109% |
| Annual Report Gross Expense Ratio | 0.95 | 0.88 | 108% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 2.066 | 9.314 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.78 | 94% |
| Returns for 1 year | -0.44 | 1.20 | -37% |
| Returns for 3 years | -14.57 | 21.47 | -68% |
| Returns for 5 years | 2.96 | 58.07 | 5% |
| Returns for 10 years | -29.81 | 50.28 | -59% |
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