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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$14.74
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. APDQX (1.05B). JVMRX pays higher dividends than APDQX: JVMRX (0.96) vs APDQX (0.64). 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 : -5.93 vs. JVMRX (-7.52). JVMRX return over 5 years is better than : 55.51 vs. APDQX (6.94).
| 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 | -4.780 | -0.965 | 495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 20.9B | 5% |
| Annual Yield % from dividends | 0.64 | 0.96 | 67% |
| Returns for 1 year | -5.93 | -7.52 | 79% |
| Returns for 3 years | -21.69 | 7.37 | -294% |
| Returns for 5 years | 6.94 | 55.51 | 13% |
| Returns for 10 years | -38.64 | 34.25 | -113% |
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