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APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
Artisan Mid Cap Value Advisor
Price$16.62
Change-$0.07 (-0.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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APDQX vs JVMSX Comparison Chart
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APDQX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. APDQX (1.18B). APDQX pays higher dividends than JVMSX: APDQX (0.71) vs JVMSX (0.52). APDQX was incepted earlier than JVMSX: APDQX (9 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. APDQX (27.81). JVMSX has a lower initial minimum investment than APDQX: JVMSX (0) vs APDQX (250000). JVMSX annual gain was more profitable for investors over the last year : 18.97 vs. APDQX (1.15). JVMSX return over 5 years is better than : 42.48 vs. APDQX (-13.57).
| APDQX | JVMSX | APDQX / JVMSX | |
| 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 | 10.826 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 23.4B | 5% |
| Annual Yield % from dividends | 0.71 | 0.52 | 135% |
| Returns for 1 year | 1.15 | 18.97 | 6% |
| Returns for 3 years | -25.23 | 12.80 | -197% |
| Returns for 5 years | -13.57 | 42.48 | -32% |
| Returns for 10 years | N/A | 60.77 | - |
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