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APDQX vs JVMTX
APDQX vs JVMTX Comparison
Open Charts APDQX vs JVMTX
Artisan Mid Cap Value Advisor
Price$15.93
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets912.25M
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
APDQX vs JVMTX Comparison Chart in %
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APDQX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. APDQX (912M). JVMTX pays higher dividends than APDQX: JVMTX (0.62) vs APDQX (0.59). APDQX was incepted earlier than JVMTX: APDQX (10 years) vs JVMTX (12 years). JVMTX (1.10) 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 : 2.74 vs. APDQX (-1.40). JVMTX return over 5 years is better than : 54.13 vs. APDQX (-1.57).
| APDQX | JVMTX | APDQX / JVMTX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.10 | 96% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 2.907 | 11.891 | 24% |
| 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 | 0.62 | 95% |
| Returns for 1 year | -1.40 | 2.74 | -51% |
| Returns for 3 years | -12.21 | 24.58 | -50% |
| Returns for 5 years | -1.57 | 54.13 | -3% |
| Returns for 10 years | -26.86 | 57.10 | -47% |
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