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ADLVX vs JVMAX
ADLVX vs JVMAX Comparison
Open Charts ADLVX vs JVMAX
Adler Value Institutional
Price$28.05
Change-$0.42 (-1.48%)
VolumeN/A
Net Assets3.91M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
ADLVX vs JVMAX Comparison Chart
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ADLVX vs. JVMAX commentary
Jun 16, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. ADLVX (3.91M). ADLVX pays higher dividends than JVMAX: ADLVX (1.39) vs JVMAX (0.60). 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 : 10.70 vs. JVMAX (-3.68). ADLVX return over 5 years is better than : 58.40 vs. JVMAX (48.97).
| 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 | 3.391 | 2.360 | 144% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91M | 21.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.60 | 233% |
| Returns for 1 year | 10.70 | -3.68 | -290% |
| Returns for 3 years | 16.55 | 15.06 | 110% |
| Returns for 5 years | 58.40 | 48.97 | 119% |
| Returns for 10 years | N/A | 31.57 | - |
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