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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.30
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets608.92M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Jan 15, 2026
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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. APHQX (609M). APHQX pays higher dividends than JVMRX: APHQX (1.61) vs JVMRX (0.85). 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 (45.48). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 6.31 vs. APHQX (0.64). JVMRX return over 5 years is better than : 22.57 vs. APHQX (-21.24).
| 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 | 4.082 | 4.843 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 24.7B | 2% |
| Annual Yield % from dividends | 1.61 | 0.85 | 189% |
| Returns for 1 year | 0.64 | 6.31 | 10% |
| Returns for 3 years | -4.51 | 15.11 | -30% |
| Returns for 5 years | -21.24 | 22.57 | -94% |
| Returns for 10 years | -3.40 | 76.30 | -4% |
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