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APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
Artisan Mid Cap Value Advisor
Price$15.93
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
APDQX vs JVMSX Comparison Chart in %
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APDQX vs. JVMSX commentary
Sep 08, 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: 24.3B vs. APDQX (912M). APDQX pays higher dividends than JVMSX: APDQX (0.59) vs JVMSX (0.40). APDQX was incepted earlier than JVMSX: APDQX (10 years) vs JVMSX (14 years). JVMSX (1.25) 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 : 2.46 vs. APDQX (-1.40). JVMSX return over 5 years is better than : 52.77 vs. APDQX (-1.57).
| APDQX | JVMSX | APDQX / JVMSX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.06 | 1.25 | 85% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.907 | 11.712 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 24.3B | 4% |
| Annual Yield % from dividends | 0.59 | 0.40 | 147% |
| Returns for 1 year | -1.40 | 2.46 | -57% |
| Returns for 3 years | -12.21 | 23.90 | -51% |
| Returns for 5 years | -1.57 | 52.77 | -3% |
| Returns for 10 years | -26.86 | 54.59 | -49% |
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