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ARTQX vs JVMAX
ARTQX vs JVMAX Comparison
Open Charts ARTQX vs JVMAX
Artisan Mid Cap Value Investor
Price$15.05
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets996.58M
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
ARTQX vs JVMAX Comparison Chart
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ARTQX vs. JVMAX commentary
Jun 07, 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 ARTQX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. ARTQX (997M). JVMAX pays higher dividends than ARTQX: JVMAX (0.60) vs ARTQX (0.50). ARTQX was incepted earlier than JVMAX: ARTQX (24 years) vs JVMAX (28 years). ARTQX (1.17) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. ARTQX (23.41). ARTQX (1000) and JVMAX (1000) have matching initial minimum investment requirements. ARTQX annual gain was more profitable for investors over the last year : -3.45 vs. JVMAX (-4.36). JVMAX return over 5 years is better than : 36.60 vs. ARTQX (-8.19).
| ARTQX | JVMAX | ARTQX / JVMAX | |
| Total Expense Ratio | 1.17 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.17 | 1.13 | 104% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -3.464 | 2.164 | -160% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 21.5B | 5% |
| Annual Yield % from dividends | 0.50 | 0.60 | 84% |
| Returns for 1 year | -3.45 | -4.36 | 79% |
| Returns for 3 years | -24.94 | 4.12 | -606% |
| Returns for 5 years | -8.19 | 36.60 | -22% |
| Returns for 10 years | -37.16 | 32.42 | -115% |
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