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ARTQX vs JVMAX
ARTQX vs JVMAX Comparison
Open Charts ARTQX vs JVMAX
Artisan Mid Cap Value Investor
Price$15.50
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap A
Price$27.11
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets22.24B
ARTQX vs JVMAX Comparison Chart in %
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ARTQX vs. JVMAX commentary
Jul 17, 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: 22.2B vs. ARTQX (1.03B). JVMAX pays higher dividends than ARTQX: JVMAX (0.58) vs ARTQX (0.48). 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: 49.00 vs. ARTQX (23.41). ARTQX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -4.41 vs. ARTQX (-5.17). JVMAX return over 5 years is better than : 51.51 vs. ARTQX (0.43).
| 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 | -0.577 | 6.334 | -9% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 22.2B | 5% |
| Annual Yield % from dividends | 0.48 | 0.58 | 84% |
| Returns for 1 year | -5.17 | -4.41 | 117% |
| Returns for 3 years | -14.36 | 20.42 | -70% |
| Returns for 5 years | 0.43 | 51.51 | 1% |
| Returns for 10 years | -34.23 | 38.37 | -89% |
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