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ADLVX vs JVMAX
ADLVX vs JVMAX Comparison
Open Charts ADLVX vs JVMAX
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.
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).
| ADLVX | JVMAX | ADLVX / JVMAX | |
| Total Expense Ratio | 1.33 | 1.12 | 119% |
| Annual Report Gross Expense Ratio | 6.23 | 1.13 | 551% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 7.814 | 8.301 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08M | 22.6B | 0% |
| Annual Yield % from dividends | 1.34 | 0.58 | 233% |
| Returns for 1 year | 16.20 | 2.59 | 626% |
| Returns for 3 years | 20.03 | 22.00 | 91% |
| Returns for 5 years | 66.69 | 59.32 | 112% |
| Returns for 10 years | N/A | 42.63 | - |
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