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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$15.75
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets627.15M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. APHQX (627M). JVMIX (0.74) and APHQX (0.72) have matching dividends . APHQX was incepted earlier than JVMIX: APHQX (14 years) vs JVMIX (29 years). APHQX (0.95) is less costly to investors than JVMIX (0.86). 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 : -5.91 vs. APHQX (-8.40). JVMIX return over 5 years is better than : 33.54 vs. APHQX (-14.60).
| APHQX | JVMIX | APHQX / JVMIX | |
| Total Expense Ratio | 0.95 | 0.85 | 112% |
| Annual Report Gross Expense Ratio | 0.95 | 0.86 | 110% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 0.839 | 12.022 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 24.5B | 3% |
| Annual Yield % from dividends | 0.72 | 0.74 | 98% |
| Returns for 1 year | -8.40 | -5.91 | 142% |
| Returns for 3 years | -3.78 | 14.46 | -26% |
| Returns for 5 years | -14.60 | 33.54 | -44% |
| Returns for 10 years | -15.46 | 50.20 | -31% |
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