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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.75
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets627.15M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Dec 04, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. APHQX (627M). JVMRX pays higher dividends than APHQX: JVMRX (0.83) 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 : -5.80 vs. APHQX (-8.40). JVMRX return over 5 years is better than : 33.99 vs. APHQX (-14.60).
| 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 | 0.839 | 12.138 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 24.5B | 3% |
| Annual Yield % from dividends | 0.72 | 0.83 | 86% |
| Returns for 1 year | -8.40 | -5.80 | 145% |
| Returns for 3 years | -3.78 | 14.73 | -26% |
| Returns for 5 years | -14.60 | 33.99 | -43% |
| Returns for 10 years | -15.46 | 51.15 | -30% |
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