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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$15.05
Change+$0.25 (+1.69%)
VolumeN/A
Net Assets996.58M
JHancock Disciplined Value Mid Cap R6
Price$27.71
Change+$0.26 (+0.95%)
VolumeN/A
Net Assets21.37B
APDQX vs JVMRX Comparison Chart
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APDQX vs. JVMRX commentary
Jun 04, 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: 21.4B vs. APDQX (997M). JVMRX pays higher dividends than APDQX: JVMRX (0.91) vs APDQX (0.63). 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 : -2.72 vs. JVMRX (-4.00). JVMRX return over 5 years is better than : 43.67 vs. APDQX (-4.30).
| 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 | -2.778 | 1.893 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 21.4B | 5% |
| Annual Yield % from dividends | 0.63 | 0.91 | 69% |
| Returns for 1 year | -2.72 | -4.00 | 68% |
| Returns for 3 years | -23.89 | 6.07 | -394% |
| Returns for 5 years | -4.30 | 43.67 | -10% |
| Returns for 10 years | -36.62 | 37.08 | -99% |
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