ADLVX
Price
$29.25
Change
+$0.09 (+0.31%)
Updated
Jul 3 closing price
Net Assets
4.08M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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ADLVX vs JVMAX

Header iconADLVX vs JVMAX Comparison
Open Charts ADLVX vs JVMAXBanner chart's image
Adler Value Institutional
Price$29.25
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets4.08M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
ADLVX vs JVMAX Comparison Chart in %
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ADLVX vs. JVMAX commentary
Jul 07, 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: 22.6B vs. ADLVX (4.08M). 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: 47.00 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 : 16.20 vs. JVMAX (2.59). ADLVX return over 5 years is better than : 66.69 vs. JVMAX (59.32).
ADLVXJVMAXADLVX / JVMAX
Total Expense Ratio1.331.12119%
Annual Report Gross Expense Ratio6.231.13551%
Fund Existence7 years28 years-
Gain YTD7.8148.30194%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.08M22.6B0%
Annual Yield % from dividends1.340.58233%
Returns for 1 year16.202.59626%
Returns for 3 years20.0322.0091%
Returns for 5 years66.6959.32112%
Returns for 10 yearsN/A42.63-
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