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APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
Artisan Mid Cap Value Advisor
Price$15.54
Change-$0.09 (-0.58%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
APDQX vs JVMSX Comparison Chart in %
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APDQX vs. JVMSX commentary
Aug 18, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. APDQX (912M). APDQX pays higher dividends than JVMSX: APDQX (0.62) vs JVMSX (0.41). APDQX was incepted earlier than JVMSX: APDQX (10 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than APDQX (1.06). JVMSX is a more actively managed with annual turnover of: 49.00 vs. APDQX (23.41). JVMSX has a lower initial minimum investment than APDQX: JVMSX (0) vs APDQX (250000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. APDQX (-3.34). JVMSX return over 5 years is better than : 48.09 vs. APDQX (-3.98).
| APDQX | JVMSX | APDQX / JVMSX | |
| Total Expense Ratio | 1.06 | 1.25 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 0.388 | 8.728 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 23.6B | 4% |
| Annual Yield % from dividends | 0.62 | 0.41 | 151% |
| Returns for 1 year | -3.34 | 0.34 | -980% |
| Returns for 3 years | -22.60 | 10.96 | -206% |
| Returns for 5 years | -3.98 | 48.09 | -8% |
| Returns for 10 years | -32.46 | 41.60 | -78% |
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