ADLVX
Price
$29.45
Change
+$0.11 (+0.37%)
Updated
Jul 25 closing price
Net Assets
4.11M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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ADLVX vs JVMAX

Header iconADLVX vs JVMAX Comparison
Open Charts ADLVX vs JVMAXBanner chart's image
Adler Value Institutional
Price$29.45
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets4.11M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
ADLVX vs JVMAX Comparison Chart in %
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ADLVX vs. JVMAX commentary
Jul 28, 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 ADLVX is a Buy and JVMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. ADLVX (4.11M). ADLVX pays higher dividends than JVMAX: ADLVX (1.34) vs JVMAX (0.58). ADLVX was incepted earlier than JVMAX: ADLVX (7 years) vs JVMAX (28 years). ADLVX (6.23) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (31.00). JVMAX has a lower initial minimum investment than ADLVX: JVMAX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 12.20 vs. JVMAX (0.36). ADLVX return over 5 years is better than : 61.51 vs. JVMAX (54.69).
ADLVXJVMAXADLVX / JVMAX
Total Expense Ratio1.331.12119%
Annual Report Gross Expense Ratio6.231.13551%
Fund Existence7 years28 years-
Gain YTD8.5519.16693%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.11M23.1B0%
Annual Yield % from dividends1.340.58233%
Returns for 1 year12.200.363,412%
Returns for 3 years20.6619.68105%
Returns for 5 years61.5154.69112%
Returns for 10 yearsN/A44.49-
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