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ARTQX vs JVMTX
ARTQX vs JVMTX Comparison
Open Charts ARTQX vs JVMTX
Artisan Mid Cap Value Investor
Price$14.07
Change-$0.75 (-5.06%)
VolumeN/A
Net Assets1.1B
JHancock Disciplined Value Mid Cap R4
Price$24.05
Change-$1.34 (-5.28%)
VolumeN/A
Net Assets19.09B
ARTQX vs JVMTX Comparison Chart
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ARTQX vs. JVMTX commentary
Apr 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.1B vs. ARTQX (1.1B). JVMTX pays higher dividends than ARTQX: JVMTX (0.69) vs ARTQX (0.49). ARTQX was incepted earlier than JVMTX: ARTQX (24 years) vs JVMTX (12 years). ARTQX (1.17) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. ARTQX (23.41). JVMTX has a lower initial minimum investment than ARTQX: JVMTX (0) vs ARTQX (1000). ARTQX annual gain was more profitable for investors over the last year : -11.44 vs. JVMTX (-16.96). JVMTX return over 5 years is better than : 69.42 vs. ARTQX (27.98).
| ARTQX | JVMTX | ARTQX / JVMTX | |
| Total Expense Ratio | 1.17 | 1.00 | 117% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -9.750 | -10.628 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 19.1B | 6% |
| Annual Yield % from dividends | 0.49 | 0.69 | 70% |
| Returns for 1 year | -11.44 | -16.96 | 67% |
| Returns for 3 years | -31.58 | -10.19 | 310% |
| Returns for 5 years | 27.98 | 69.42 | 40% |
| Returns for 10 years | -42.32 | 19.41 | -218% |