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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$15.05
Change+$0.25 (+1.69%)
VolumeN/A
Net Assets996.58M
JHancock Disciplined Value Mid Cap A
Price$26.11
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets21.37B
APDQX vs JVMAX Comparison Chart
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APDQX vs. JVMAX commentary
Jun 04, 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: 21.4B vs. APDQX (997M). APDQX pays higher dividends than JVMAX: APDQX (0.63) vs JVMAX (0.60). 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: 47.00 vs. APDQX (23.41). JVMAX has a lower initial minimum investment than APDQX: JVMAX (1000) vs APDQX (250000). APDQX annual gain was more profitable for investors over the last year : -2.72 vs. JVMAX (-4.94). JVMAX return over 5 years is better than : 40.16 vs. APDQX (-4.30).
| 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 | -2.778 | 1.731 | -160% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 21.4B | 5% |
| Annual Yield % from dividends | 0.63 | 0.60 | 106% |
| Returns for 1 year | -2.72 | -4.94 | 55% |
| Returns for 3 years | -23.89 | 4.21 | -567% |
| Returns for 5 years | -4.30 | 40.16 | -11% |
| Returns for 10 years | -36.62 | 31.02 | -118% |
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