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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$15.65
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap I
Price$29.52
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.55B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. APHQX (912M). JVMIX (0.76) and APHQX (0.74) have matching dividends . APHQX was incepted earlier than JVMIX: APHQX (14 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 : 0.25 vs. APHQX (-3.50). JVMIX return over 5 years is better than : 54.10 vs. APHQX (-1.62).
| APHQX | JVMIX | APHQX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.87 | 109% |
| Annual Report Gross Expense Ratio | 0.95 | 0.88 | 108% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 1.033 | 9.536 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 23.5B | 4% |
| Annual Yield % from dividends | 0.74 | 0.76 | 97% |
| Returns for 1 year | -3.50 | 0.25 | -1,408% |
| Returns for 3 years | -20.04 | 14.26 | -141% |
| Returns for 5 years | -1.62 | 54.10 | -3% |
| Returns for 10 years | -28.13 | 54.28 | -52% |
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