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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.65
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R6
Price$29.52
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.55B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. APHQX (912M). JVMRX pays higher dividends than APHQX: JVMRX (0.86) vs APHQX (0.74). APHQX was incepted earlier than JVMRX: APHQX (14 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 : 0.32 vs. APHQX (-3.50). JVMRX return over 5 years is better than : 54.59 vs. APHQX (-1.62).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.95 | 0.75 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.033 | 9.577 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 23.5B | 4% |
| Annual Yield % from dividends | 0.74 | 0.86 | 86% |
| Returns for 1 year | -3.50 | 0.32 | -1,084% |
| Returns for 3 years | -20.04 | 14.46 | -139% |
| Returns for 5 years | -1.62 | 54.59 | -3% |
| Returns for 10 years | -28.13 | 55.15 | -51% |
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