APDQX
Price
$15.05
Change
+$0.25 (+1.69%)
Updated
Jun 3 closing price
Net Assets
996.58M
MVCAX
Price
$30.21
Change
+$0.28 (+0.94%)
Updated
Jun 3 closing price
Net Assets
16.6B
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APDQX vs MVCAX

Header iconAPDQX vs MVCAX Comparison
Open Charts APDQX vs MVCAXBanner chart's image
Artisan Mid Cap Value Advisor
Price$15.05
Change+$0.25 (+1.69%)
VolumeN/A
Net Assets996.58M
MFS Mid Cap Value A
Price$30.21
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets16.6B
APDQX vs MVCAX Comparison Chart
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APDQX vs. MVCAX 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 MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. APDQX (997M). MVCAX pays higher dividends than APDQX: MVCAX (0.89) vs APDQX (0.63). APDQX was incepted earlier than MVCAX: APDQX (10 years) vs MVCAX (24 years). APDQX (1.06) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. APDQX (23.41). MVCAX has a lower initial minimum investment than APDQX: MVCAX (1000) vs APDQX (250000). APDQX annual gain was more profitable for investors over the last year : -2.72 vs. MVCAX (-5.83). MVCAX return over 5 years is better than : 43.79 vs. APDQX (-4.30).
APDQXMVCAXAPDQX / MVCAX
Total Expense Ratio1.060.99107%
Annual Report Gross Expense Ratio1.061.00106%
Fund Existence10 years24 years-
Gain YTD-2.778-2.445114%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets997M16.6B6%
Annual Yield % from dividends0.630.8971%
Returns for 1 year-2.72-5.8347%
Returns for 3 years-23.892.06-1,159%
Returns for 5 years-4.3043.79-10%
Returns for 10 years-36.6253.83-68%
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