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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
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.
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).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.066 | 9.354 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.88 | 83% |
| Returns for 1 year | -0.44 | 1.28 | -35% |
| Returns for 3 years | -14.57 | 21.72 | -67% |
| Returns for 5 years | 2.96 | 58.56 | 5% |
| Returns for 10 years | -29.81 | 51.14 | -58% |
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