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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.56
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R6
Price$29.91
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. APHQX (914M). JVMRX pays higher dividends than APHQX: JVMRX (0.84) vs APHQX (0.72). APHQX was incepted earlier than JVMRX: APHQX (14 years) vs JVMRX (14 years). APHQX (0.95) is less costly to investors than JVMRX (0.75). 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 : -4.79 vs. APHQX (-8.20). JVMRX return over 5 years is better than : 47.93 vs. APHQX (-6.99).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 0.95 | 0.75 | 127% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.646 | 9.837 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 23.9B | 4% |
| Annual Yield % from dividends | 0.72 | 0.84 | 87% |
| Returns for 1 year | -8.20 | -4.79 | 171% |
| Returns for 3 years | -12.29 | 25.62 | -48% |
| Returns for 5 years | -6.99 | 47.93 | -15% |
| Returns for 10 years | -29.80 | 52.40 | -57% |
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