APHQX
Price
$15.76
Change
+$0.05 (+0.32%)
Updated
Jul 3 closing price
Net Assets
1.01B
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

APHQX vs JVMIX

Header iconAPHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
APHQXJVMIXAPHQX / JVMIX
Total Expense Ratio0.950.87109%
Annual Report Gross Expense Ratio0.950.88108%
Fund Existence13 years28 years-
Gain YTD1.7438.42321%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B22.6B4%
Annual Yield % from dividends0.730.7894%
Returns for 1 year3.053.4588%
Returns for 3 years-12.6723.84-53%
Returns for 5 years6.6762.7611%
Returns for 10 years-31.7448.34-66%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CCSO22.980.34
+1.52%
Carbon Collective Climate Sol US Eq ETF
UTES74.910.99
+1.34%
Virtus Reaves Utilities ETF
VCR369.492.31
+0.63%
Vanguard Consumer Discretionary ETF
DMX50.260.09
+0.18%
DoubleLine Multi-Sector Income ETF
SPRE19.35-0.01
-0.05%
SP Funds S&P Global REIT Sharia ETF