Interact to see
Advertisement
Advertisement
APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$14.85
Change-$0.55 (-3.57%)
VolumeN/A
Net Assets608.92M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
APHQX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMTX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. APHQX (609M). APHQX pays higher dividends than JVMTX: APHQX (1.58) vs JVMTX (0.60). APHQX was incepted earlier than JVMTX: APHQX (14 years) vs JVMTX (13 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 (45.48). 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 : 4.79 vs. APHQX (-3.45). JVMTX return over 5 years is better than : 22.28 vs. APHQX (-24.38).
| 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 | 13 years | - |
| Gain YTD | 1.020 | 5.177 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 24.7B | 2% |
| Annual Yield % from dividends | 1.58 | 0.60 | 265% |
| Returns for 1 year | -3.45 | 4.79 | -72% |
| Returns for 3 years | -10.46 | 11.22 | -93% |
| Returns for 5 years | -24.38 | 22.28 | -109% |
| Returns for 10 years | -8.65 | 76.80 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSVO | 25.84 | 0.23 | +0.89% |
| EA Bridgeway Omni Small-Cap Value ETF | |||
| XXCH | 32.70 | N/A | N/A |
| Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | |||
| USDX | 25.52 | -0.01 | -0.06% |
| SGI Enhanced Core ETF | |||
| CEGX | 15.59 | -0.32 | -2.01% |
| Tradr 2X Long CEG Daily ETF | |||
| DTEC | 45.12 | -1.75 | -3.73% |
| ALPS Disruptive Technologies ETF | |||