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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$15.09
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap A
Price$27.46
Change+$0.35 (+1.29%)
VolumeN/A
Net Assets22.77B
APDQX vs JVMAX Comparison Chart in %
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APDQX vs. JVMAX commentary
Aug 05, 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 APDQX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.8B vs. APDQX (1.03B). APDQX pays higher dividends than JVMAX: APDQX (0.62) vs JVMAX (0.57). APDQX was incepted earlier than JVMAX: APDQX (10 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than APDQX (1.06). JVMAX is a more actively managed with annual turnover of: 49.00 vs. APDQX (23.41). JVMAX has a lower initial minimum investment than APDQX: JVMAX (1000) vs APDQX (250000). JVMAX annual gain was more profitable for investors over the last year : -2.73 vs. APDQX (-6.14). JVMAX return over 5 years is better than : 50.71 vs. APDQX (-2.48).
| APDQX | JVMAX | APDQX / JVMAX | |
| Total Expense Ratio | 1.06 | 1.12 | 95% |
| Annual Report Gross Expense Ratio | 1.06 | 1.13 | 94% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -2.519 | 6.648 | -38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 22.8B | 4% |
| Annual Yield % from dividends | 0.62 | 0.57 | 110% |
| Returns for 1 year | -6.14 | -2.73 | 225% |
| Returns for 3 years | -21.02 | 13.82 | -152% |
| Returns for 5 years | -2.48 | 50.71 | -5% |
| Returns for 10 years | -33.46 | 39.47 | -85% |
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