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APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
Artisan Mid Cap Value Advisor
Price$14.98
Change-$0.24 (-1.58%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
APDQX vs JVMSX Comparison Chart
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APDQX vs. JVMSX commentary
Jun 16, 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 Hold and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. APDQX (1.01B). APDQX pays higher dividends than JVMSX: APDQX (0.63) vs JVMSX (0.43). 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: 47.00 vs. APDQX (23.41). JVMSX has a lower initial minimum investment than APDQX: JVMSX (0) vs APDQX (250000). APDQX annual gain was more profitable for investors over the last year : -1.72 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. APDQX (-0.06).
| 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 | -3.230 | 2.313 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 21.5B | 5% |
| Annual Yield % from dividends | 0.63 | 0.43 | 146% |
| Returns for 1 year | -1.72 | -3.29 | 52% |
| Returns for 3 years | -16.26 | 15.80 | -103% |
| Returns for 5 years | -0.06 | 50.13 | -0% |
| Returns for 10 years | -37.02 | 33.43 | -111% |
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