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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
Artisan Mid Cap Value Institutional
Price$15.75
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets627.15M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX commentary
Dec 04, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. APHQX (627M). APHQX pays higher dividends than JVMTX: APHQX (0.72) vs JVMTX (0.61). 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 : -6.05 vs. APHQX (-8.40). JVMTX return over 5 years is better than : 32.95 vs. APHQX (-14.60).
| 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 | 0.839 | 11.891 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 24.5B | 3% |
| Annual Yield % from dividends | 0.72 | 0.61 | 117% |
| Returns for 1 year | -8.40 | -6.05 | 139% |
| Returns for 3 years | -3.78 | 14.12 | -27% |
| Returns for 5 years | -14.60 | 32.95 | -44% |
| Returns for 10 years | -15.46 | 48.86 | -32% |
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