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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$14.85
Change-$0.55 (-3.57%)
VolumeN/A
Net Assets608.92M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Feb 04, 2026
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: 24.7B vs. APHQX (609M). APHQX pays higher dividends than JVMIX: APHQX (1.58) vs JVMIX (0.72). 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 (45.48). 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 : 4.96 vs. APHQX (-3.45). JVMIX return over 5 years is better than : 23.04 vs. APHQX (-24.38).
| 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 | 1.020 | 5.206 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 24.7B | 2% |
| Annual Yield % from dividends | 1.58 | 0.72 | 219% |
| Returns for 1 year | -3.45 | 4.96 | -69% |
| Returns for 3 years | -10.46 | 11.72 | -89% |
| Returns for 5 years | -24.38 | 23.04 | -106% |
| Returns for 10 years | -8.65 | 78.79 | -11% |
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