Interact to see
Advertisement
Advertisement
ARTQX vs JVMAX
ARTQX vs JVMAX Comparison
Open Charts ARTQX vs JVMAX
Artisan Mid Cap Value Investor
Price$15.46
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets914.48M
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
ARTQX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARTQX vs. JVMAX 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 ARTQX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. ARTQX (914M). JVMAX pays higher dividends than ARTQX: JVMAX (0.55) vs ARTQX (0.48). ARTQX was incepted earlier than JVMAX: ARTQX (25 years) vs JVMAX (28 years). ARTQX (1.17) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. ARTQX (23.41). ARTQX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -5.69 vs. ARTQX (-8.37). JVMAX return over 5 years is better than : 44.35 vs. ARTQX (-7.79).
| ARTQX | JVMAX | ARTQX / JVMAX | |
| Total Expense Ratio | 1.17 | 1.10 | 106% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -0.834 | 9.520 | -9% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 23.9B | 4% |
| Annual Yield % from dividends | 0.48 | 0.55 | 88% |
| Returns for 1 year | -8.37 | -5.69 | 147% |
| Returns for 3 years | -12.72 | 23.48 | -54% |
| Returns for 5 years | -7.79 | 44.35 | -18% |
| Returns for 10 years | -31.05 | 45.62 | -68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement