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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
Artisan Mid Cap Value Institutional
Price$15.48
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Nov 13, 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: 24.2B vs. APHQX (914M). JVMRX pays higher dividends than APHQX: JVMRX (0.85) vs APHQX (0.73). 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 : -5.34 vs. APHQX (-8.10). JVMRX return over 5 years is better than : 38.63 vs. APHQX (-12.87).
| 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 | -0.065 | 11.359 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 24.2B | 4% |
| Annual Yield % from dividends | 0.73 | 0.85 | 86% |
| Returns for 1 year | -8.10 | -5.34 | 151% |
| Returns for 3 years | -19.42 | 15.57 | -125% |
| Returns for 5 years | -12.87 | 38.63 | -33% |
| Returns for 10 years | -27.95 | 55.27 | -51% |
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