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APDQX vs MVCAX
APDQX vs MVCAX Comparison
Open Charts APDQX vs MVCAX
Artisan Mid Cap Value Advisor
Price$15.37
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets914.48M
APDQX vs MVCAX Comparison Chart in %
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APDQX vs. MVCAX commentary
Oct 19, 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. APDQX (914M). MVCAX pays higher dividends than APDQX: MVCAX (0.84) vs APDQX (0.61). APDQX was incepted earlier than MVCAX: APDQX (11 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 : -8.31 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. APDQX (-7.37).
| APDQX | MVCAX | APDQX / MVCAX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.00 | 106% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -0.711 | 3.585 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 16.9B | 5% |
| Annual Yield % from dividends | 0.61 | 0.84 | 72% |
| Returns for 1 year | -8.31 | -9.14 | 91% |
| Returns for 3 years | -12.55 | 20.07 | -63% |
| Returns for 5 years | -7.37 | 44.40 | -17% |
| Returns for 10 years | -30.40 | 70.98 | -43% |