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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.56
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap R4
Price$29.83
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX commentary
Oct 21, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. APHQX (914M). APHQX pays higher dividends than JVMTX: APHQX (0.72) vs JVMTX (0.62). APHQX was incepted earlier than JVMTX: APHQX (14 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than APHQX (0.95). JVMTX is a more actively managed with annual turnover of: 49.00 vs. APHQX (23.41). JVMTX has a lower initial minimum investment than APHQX: JVMTX (0) vs APHQX (1000000). JVMTX annual gain was more profitable for investors over the last year : -5.01 vs. APHQX (-8.20). JVMTX return over 5 years is better than : 46.78 vs. APHQX (-6.99).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.10 | 86% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -0.646 | 9.662 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 23.9B | 4% |
| Annual Yield % from dividends | 0.72 | 0.62 | 117% |
| Returns for 1 year | -8.20 | -5.01 | 164% |
| Returns for 3 years | -12.29 | 25.01 | -49% |
| Returns for 5 years | -6.99 | 46.78 | -15% |
| Returns for 10 years | -29.80 | 50.12 | -59% |
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