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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$16.63
Change-$0.15 (-0.89%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX commentary
Nov 18, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. APDQX (1.13B). JVMRX pays higher dividends than APDQX: JVMRX (0.93) vs APDQX (0.71). APDQX was incepted earlier than JVMRX: APDQX (10 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. APDQX (27.81). APDQX has a lower initial minimum investment than JVMRX: APDQX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 21.74 vs. APDQX (0.48). JVMRX return over 5 years is better than : 45.54 vs. APDQX (-15.56).
| APDQX | JVMRX | APDQX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 7.917 | 14.730 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.8B | 5% |
| Annual Yield % from dividends | 0.71 | 0.93 | 76% |
| Returns for 1 year | 0.48 | 21.74 | 2% |
| Returns for 3 years | -31.71 | 7.78 | -408% |
| Returns for 5 years | -15.56 | 45.54 | -34% |
| Returns for 10 years | N/A | 63.39 | - |
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