APDQX
Price
$14.98
Change
-$0.24 (-1.58%)
Updated
Jun 13 closing price
Net Assets
1.01B
MVCAX
Price
$30.04
Change
-$0.44 (-1.44%)
Updated
Jun 13 closing price
Net Assets
16.57B
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APDQX vs MVCAX

Header iconAPDQX vs MVCAX Comparison
Open Charts APDQX vs MVCAXBanner chart's image
Artisan Mid Cap Value Advisor
Price$14.98
Change-$0.24 (-1.58%)
VolumeN/A
Net Assets1.01B
MFS Mid Cap Value A
Price$30.04
Change-$0.44 (-1.44%)
VolumeN/A
Net Assets16.57B
APDQX vs MVCAX Comparison Chart
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APDQX vs. MVCAX 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 MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. APDQX (1.01B). MVCAX pays higher dividends than APDQX: MVCAX (0.89) vs APDQX (0.63). APDQX was incepted earlier than MVCAX: APDQX (10 years) vs MVCAX (24 years). APDQX (1.06) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. APDQX (23.41). MVCAX has a lower initial minimum investment than APDQX: MVCAX (1000) vs APDQX (250000). APDQX annual gain was more profitable for investors over the last year : -1.72 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. APDQX (-0.06).
APDQXMVCAXAPDQX / MVCAX
Total Expense Ratio1.060.99107%
Annual Report Gross Expense Ratio1.061.00106%
Fund Existence10 years24 years-
Gain YTD-3.230-2.086155%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B16.6B6%
Annual Yield % from dividends0.630.8971%
Returns for 1 year-1.72-4.5338%
Returns for 3 years-16.2613.00-125%
Returns for 5 years-0.0651.98-0%
Returns for 10 years-37.0253.51-69%
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