Interact to see
Advertisement
Advertisement
APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
Artisan Mid Cap Value Advisor
Price$15.69
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets1.02B
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets23.06B
APDQX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APDQX vs. JVMSX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. APDQX (1.03B). APDQX pays higher dividends than JVMSX: APDQX (0.61) vs JVMSX (0.42). 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 : 0.75 vs. APDQX (-0.62). JVMSX return over 5 years is better than : 55.91 vs. APDQX (2.43).
| 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 | 1.938 | 9.064 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 23.1B | 4% |
| Annual Yield % from dividends | 0.61 | 0.42 | 146% |
| Returns for 1 year | -0.62 | 0.75 | -82% |
| Returns for 3 years | -14.87 | 20.42 | -73% |
| Returns for 5 years | 2.43 | 55.91 | 4% |
| Returns for 10 years | -30.48 | 46.42 | -66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers