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APHQX vs JVMIX
APHQX vs JVMIX Comparison
Open Charts APHQX vs JVMIX
Artisan Mid Cap Value Institutional
Price$15.54
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets948.32M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
APHQX vs JVMIX Comparison Chart in %
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APHQX vs. JVMIX commentary
Sep 28, 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 (948M). JVMIX pays higher dividends than APHQX: JVMIX (0.74) vs APHQX (0.70). 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 : -0.89 vs. APHQX (-6.64). JVMIX return over 5 years is better than : 61.98 vs. APHQX (0.69).
| 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 | 0.323 | 11.725 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 24.2B | 4% |
| Annual Yield % from dividends | 0.70 | 0.74 | 95% |
| Returns for 1 year | -6.64 | -0.89 | 750% |
| Returns for 3 years | -7.14 | 34.98 | -20% |
| Returns for 5 years | 0.69 | 61.98 | 1% |
| Returns for 10 years | -24.16 | 65.12 | -37% |
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