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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$14.72
Change-$0.71 (-4.60%)
VolumeN/A
Net Assets1.1B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX commentary
Apr 05, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. APDQX (1.1B). JVMRX pays higher dividends than APDQX: JVMRX (0.94) vs APDQX (0.61). APDQX was incepted earlier than JVMRX: APDQX (10 years) vs JVMRX (14 years). APDQX (1.06) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. APDQX (23.41). APDQX has a lower initial minimum investment than JVMRX: APDQX (250000) vs JVMRX (1000000). APDQX annual gain was more profitable for investors over the last year : -3.06 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 90.92 vs. APDQX (41.86).
| APDQX | JVMRX | APDQX / JVMRX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -0.323 | -0.037 | 870% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 21.4B | 5% |
| Annual Yield % from dividends | 0.61 | 0.94 | 65% |
| Returns for 1 year | -3.06 | -7.83 | 39% |
| Returns for 3 years | -25.27 | -0.32 | 7,864% |
| Returns for 5 years | 41.86 | 90.92 | 46% |
| Returns for 10 years | -36.04 | 34.80 | -104% |
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