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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$15.29
Change-$0.41 (-2.61%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
APDQX vs JVMAX Comparison Chart
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APDQX vs. JVMAX commentary
Dec 19, 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 StrongBuy and JVMAX is a Hold.
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 (10 years) vs JVMAX (28 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 : 10.66 vs. APDQX (3.75). JVMAX return over 5 years is better than : 39.81 vs. APDQX (-13.62).
| APDQX | JVMAX | APDQX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 2.473 | 12.851 | 19% |
| 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 | 3.75 | 10.66 | 35% |
| Returns for 3 years | -22.75 | 16.69 | -136% |
| Returns for 5 years | -13.62 | 39.81 | -34% |
| Returns for 10 years | N/A | 55.64 | - |
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