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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$16.62
Change-$0.07 (-0.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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APDQX vs JVMAX Comparison Chart
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APDQX vs. JVMAX commentary
Sep 21, 2024
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: 23.4B vs. APDQX (1.18B). APDQX pays higher dividends than JVMAX: APDQX (0.71) vs JVMAX (0.67). APDQX was incepted earlier than JVMAX: APDQX (9 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. APDQX (27.81). 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 : 18.94 vs. APDQX (1.15). JVMAX return over 5 years is better than : 42.03 vs. APDQX (-13.57).
| APDQX | JVMAX | APDQX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 7.852 | 10.889 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.4B | 5% |
| Annual Yield % from dividends | 0.71 | 0.67 | 106% |
| Returns for 1 year | 1.15 | 18.94 | 6% |
| Returns for 3 years | -25.23 | 12.35 | -204% |
| Returns for 5 years | -13.57 | 42.03 | -32% |
| Returns for 10 years | N/A | 59.30 | - |