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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$15.64
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap A
Price$27.48
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets22.57B
APDQX vs JVMAX Comparison Chart in %
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APDQX vs. JVMAX commentary
Jul 15, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. APDQX (1.03B). APDQX pays higher dividends than JVMAX: APDQX (0.61) vs JVMAX (0.58). 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 : -0.41 vs. APDQX (-0.63). JVMAX return over 5 years is better than : 53.98 vs. APDQX (1.77).
| 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 | 1.034 | 7.947 | 13% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 22.6B | 5% |
| Annual Yield % from dividends | 0.61 | 0.58 | 106% |
| Returns for 1 year | -0.63 | -0.41 | 155% |
| Returns for 3 years | -12.91 | 22.25 | -58% |
| Returns for 5 years | 1.77 | 53.98 | 3% |
| Returns for 10 years | -32.58 | 40.47 | -81% |
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