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APDQX vs JVMTX
APDQX vs JVMTX Comparison
Open Charts APDQX vs JVMTX
Artisan Mid Cap Value Advisor
Price$15.54
Change-$0.09 (-0.58%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
APDQX vs JVMTX Comparison Chart in %
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APDQX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. APDQX (912M). JVMTX (0.64) and APDQX (0.62) have matching dividends . APDQX was incepted earlier than JVMTX: APDQX (10 years) vs JVMTX (12 years). JVMTX (1.11) and APDQX (1.06) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 49.00 vs. APDQX (23.41). JVMTX has a lower initial minimum investment than APDQX: JVMTX (0) vs APDQX (250000). JVMTX annual gain was more profitable for investors over the last year : 0.62 vs. APDQX (-3.34). JVMTX return over 5 years is better than : 49.36 vs. APDQX (-3.98).
| APDQX | JVMTX | APDQX / JVMTX | |
| Total Expense Ratio | 1.06 | 1.00 | 106% |
| Annual Report Gross Expense Ratio | 1.06 | 1.11 | 95% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 0.388 | 8.919 | 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 | 0.64 | 97% |
| Returns for 1 year | -3.34 | 0.62 | -538% |
| Returns for 3 years | -22.60 | 11.58 | -195% |
| Returns for 5 years | -3.98 | 49.36 | -8% |
| Returns for 10 years | -32.46 | 43.95 | -74% |
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