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ARTQX vs JVMAX
ARTQX vs JVMAX Comparison
Open Charts ARTQX vs JVMAX
Artisan Mid Cap Value Investor
Price$17.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ARTQX vs JVMAX Comparison Chart
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ARTQX vs. JVMAX commentary
Nov 22, 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 ARTQX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. ARTQX (1.13B). JVMAX pays higher dividends than ARTQX: JVMAX (0.67) vs ARTQX (0.60). ARTQX was incepted earlier than JVMAX: ARTQX (24 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. ARTQX (27.81). ARTQX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 21.65 vs. ARTQX (0.78). JVMAX return over 5 years is better than : 45.83 vs. ARTQX (-4.84).
| ARTQX | JVMAX | ARTQX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 9.729 | 16.391 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.9B | 5% |
| Annual Yield % from dividends | 0.60 | 0.67 | 90% |
| Returns for 1 year | 0.78 | 21.65 | 4% |
| Returns for 3 years | -29.07 | 9.79 | -297% |
| Returns for 5 years | -4.84 | 45.83 | -11% |
| Returns for 10 years | -29.36 | 58.20 | -50% |