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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
Artisan Mid Cap Value Advisor
Price$15.74
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
APDQX vs JVMRX Comparison Chart in %
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APDQX vs. JVMRX commentary
Jul 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 APDQX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. APDQX (1.01B). JVMRX pays higher dividends than APDQX: JVMRX (0.88) vs APDQX (0.61). APDQX was incepted earlier than JVMRX: APDQX (10 years) vs JVMRX (14 years). APDQX (1.06) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. APDQX (23.41). APDQX has a lower initial minimum investment than JVMRX: APDQX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. APDQX (2.93). JVMRX return over 5 years is better than : 63.32 vs. APDQX (6.19).
| APDQX | JVMRX | APDQX / JVMRX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.680 | 8.500 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.61 | 0.88 | 70% |
| Returns for 1 year | 2.93 | 3.59 | 82% |
| Returns for 3 years | -12.92 | 24.14 | -54% |
| Returns for 5 years | 6.19 | 63.32 | 10% |
| Returns for 10 years | -32.34 | 49.30 | -66% |
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