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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$16.62
Change-$0.07 (-0.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX commentary
Sep 21, 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 Buy and JVMRX is a Buy.
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 (9 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 : 19.58 vs. APDQX (1.15). JVMRX return over 5 years is better than : 44.82 vs. APDQX (-13.57).
| APDQX | JVMRX | APDQX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 7.852 | 11.221 | 70% |
| 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 | 1.15 | 19.58 | 6% |
| Returns for 3 years | -25.23 | 13.96 | -181% |
| Returns for 5 years | -13.57 | 44.82 | -30% |
| Returns for 10 years | N/A | 65.88 | - |
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