Interact to see
Advertisement
Advertisement
APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$15.48
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
APHQX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMIX commentary
Nov 13, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. APHQX (914M). JVMIX (0.75) and APHQX (0.73) 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 (0.86). 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 : -5.45 vs. APHQX (-8.10). JVMIX return over 5 years is better than : 38.17 vs. APHQX (-12.87).
| 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 | 28 years | - |
| Gain YTD | -0.065 | 11.243 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 24.2B | 4% |
| Annual Yield % from dividends | 0.73 | 0.75 | 97% |
| Returns for 1 year | -8.10 | -5.45 | 149% |
| Returns for 3 years | -19.42 | 15.30 | -127% |
| Returns for 5 years | -12.87 | 38.17 | -34% |
| Returns for 10 years | -27.95 | 54.29 | -51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IHI | 63.18 | 0.62 | +0.99% |
| iShares US Medical Devices ETF | |||
| CPNS | 27.11 | 0.01 | +0.02% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| JPSE | 49.97 | N/A | +0.01% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||
| QYLG | 30.20 | N/A | N/A |
| Global X Nasdaq 100® Covered Call&Gr ETF | |||
| FTXG | 21.22 | -0.01 | -0.04% |
| First Trust Nasdaq Food & Beverage ETF | |||