Interact to see
Advertisement
Advertisement
APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.30
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets608.92M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
APHQX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMTX commentary
Jan 15, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. APHQX (609M). APHQX pays higher dividends than JVMTX: APHQX (1.61) vs JVMTX (0.62). 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 : 6.04 vs. APHQX (0.64). JVMTX return over 5 years is better than : 21.31 vs. APHQX (-21.24).
| 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 | 4.082 | 4.812 | 85% |
| 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 | 1.61 | 0.62 | 260% |
| Returns for 1 year | 0.64 | 6.04 | 11% |
| Returns for 3 years | -4.51 | 14.24 | -32% |
| Returns for 5 years | -21.24 | 21.31 | -100% |
| Returns for 10 years | -3.40 | 73.13 | -5% |
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 % |
| VLLU | 24.06 | 0.10 | +0.42% |
| Harbor AlphaEdge Large Cap Value ETF | |||
| MYY | 16.70 | -0.02 | -0.10% |
| ProShares Short MidCap400 | |||
| GUSA | 59.82 | -0.36 | -0.61% |
| Goldman Sachs MarketBeta US 1000 Eq ETF | |||
| EMQQ | 40.86 | -0.29 | -0.70% |
| EMQQ The Emerging Markets Internet ETF | |||
| UGA | 64.63 | -1.10 | -1.67% |
| United States Gasoline | |||