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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$15.68
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets948.32M
JHancock Disciplined Value Mid Cap A
Price$28.48
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets24.36B
APDQX vs JVMAX Comparison Chart in %
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APDQX vs. JVMAX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.4B vs. APDQX (948M). APDQX pays higher dividends than JVMAX: APDQX (0.61) vs JVMAX (0.55). APDQX was incepted earlier than JVMAX: APDQX (11 years) vs JVMAX (28 years). JVMAX (1.11) and APDQX (1.06) have similar cost to investors . 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 : -0.85 vs. APDQX (-4.07). JVMAX return over 5 years is better than : 53.70 vs. APDQX (-2.29).
| APDQX | JVMAX | APDQX / JVMAX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.11 | 95% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 1.292 | 12.038 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 948M | 24.4B | 4% |
| Annual Yield % from dividends | 0.61 | 0.55 | 111% |
| Returns for 1 year | -4.07 | -0.85 | 478% |
| Returns for 3 years | -11.92 | 24.90 | -48% |
| Returns for 5 years | -2.29 | 53.70 | -4% |
| Returns for 10 years | -28.26 | 52.84 | -53% |
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