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APDQX vs JVMAX
APDQX vs JVMAX Comparison
Open Charts APDQX vs JVMAX
Artisan Mid Cap Value Advisor
Price$14.74
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
APDQX vs JVMAX Comparison Chart
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APDQX vs. JVMAX commentary
May 12, 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: 20.9B vs. APDQX (1.05B). APDQX (0.64) and JVMAX (0.63) have matching dividends . 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 : -5.93 vs. JVMAX (-8.42). JVMAX return over 5 years is better than : 51.71 vs. APDQX (6.94).
| 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 | -4.780 | -1.101 | 434% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 20.9B | 5% |
| Annual Yield % from dividends | 0.64 | 0.63 | 102% |
| Returns for 1 year | -5.93 | -8.42 | 70% |
| Returns for 3 years | -21.69 | 5.51 | -394% |
| Returns for 5 years | 6.94 | 51.71 | 13% |
| Returns for 10 years | -38.64 | 28.25 | -137% |
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