APHQX
Price
$15.81
Change
+$0.08 (+0.51%)
Updated
Jul 25 closing price
Net Assets
1.02B
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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APHQX vs JVMRX

Header iconAPHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRXBanner chart's image
Artisan Mid Cap Value Institutional
Price$15.81
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Jul 27, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. APHQX (1.03B). JVMRX pays higher dividends than APHQX: JVMRX (0.88) vs APHQX (0.73). APHQX was incepted earlier than JVMRX: APHQX (13 years) vs JVMRX (14 years). APHQX (0.95) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. APHQX (-0.44). JVMRX return over 5 years is better than : 58.56 vs. APHQX (2.96).
APHQXJVMRXAPHQX / JVMRX
Total Expense Ratio0.950.75127%
Annual Report Gross Expense Ratio0.950.76125%
Fund Existence13 years14 years-
Gain YTD2.0669.35422%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B23.1B4%
Annual Yield % from dividends0.730.8883%
Returns for 1 year-0.441.28-35%
Returns for 3 years-14.5721.72-67%
Returns for 5 years2.9658.565%
Returns for 10 years-29.8151.14-58%
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