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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. APHQX (1.01B). APHQX pays higher dividends than JVMTX: APHQX (0.73) vs JVMTX (0.65). APHQX was incepted earlier than JVMTX: APHQX (13 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than APHQX (0.95). JVMTX is a more actively managed with annual turnover of: 47.00 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 : 3.31 vs. APHQX (3.05). JVMTX return over 5 years is better than : 61.96 vs. APHQX (6.67).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.95 | 1.00 | 95% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 1.743 | 8.361 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.73 | 0.65 | 113% |
| Returns for 1 year | 3.05 | 3.31 | 92% |
| Returns for 3 years | -12.67 | 23.47 | -54% |
| Returns for 5 years | 6.67 | 61.96 | 11% |
| Returns for 10 years | -31.74 | 46.97 | -68% |
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