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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Jul 07, 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: 22.6B vs. APHQX (1.01B). 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: 47.00 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 : 3.45 vs. APHQX (3.05). JVMIX return over 5 years is better than : 62.76 vs. APHQX (6.67).
| 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 | 1.743 | 8.423 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.73 | 0.78 | 94% |
| Returns for 1 year | 3.05 | 3.45 | 88% |
| Returns for 3 years | -12.67 | 23.84 | -53% |
| Returns for 5 years | 6.67 | 62.76 | 11% |
| Returns for 10 years | -31.74 | 48.34 | -66% |
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