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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$15.09
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets22.77B
APDQX vs JVMRX Comparison Chart in %
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APDQX vs. JVMRX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.8B vs. APDQX (1.03B). JVMRX pays higher dividends than APDQX: JVMRX (0.86) vs APDQX (0.62). 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: 49.00 vs. APDQX (23.41). 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 : -1.79 vs. APDQX (-6.14). JVMRX return over 5 years is better than : 54.55 vs. APDQX (-2.48).
| 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 | -2.519 | 6.867 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 22.8B | 4% |
| Annual Yield % from dividends | 0.62 | 0.86 | 72% |
| Returns for 1 year | -6.14 | -1.79 | 342% |
| Returns for 3 years | -21.02 | 15.81 | -133% |
| Returns for 5 years | -2.48 | 54.55 | -5% |
| Returns for 10 years | -33.46 | 45.92 | -73% |
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