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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$15.29
Change-$0.41 (-2.61%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. APDQX (1.18B). 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 : 11.22 vs. APDQX (3.75). JVMRX return over 5 years is better than : 42.46 vs. APDQX (-13.62).
| 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 | 2.473 | 13.268 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.4B | 5% |
| Annual Yield % from dividends | 0.71 | 0.93 | 76% |
| Returns for 1 year | 3.75 | 11.22 | 33% |
| Returns for 3 years | -22.75 | 18.01 | -126% |
| Returns for 5 years | -13.62 | 42.46 | -32% |
| Returns for 10 years | N/A | 61.86 | - |
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