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ADLVX vs JVMCX
ADLVX vs JVMCX Comparison
Open Charts ADLVX vs JVMCX
Adler Value Institutional
Price$29.45
Change-$0.18 (-0.61%)
VolumeN/A
Net Assets4.11M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
ADLVX vs JVMCX Comparison Chart in %
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ADLVX vs. JVMCX commentary
Aug 18, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. ADLVX (4.11M). ADLVX pays higher dividends than JVMCX: ADLVX (1.36) vs JVMCX (0.00). ADLVX was incepted earlier than JVMCX: ADLVX (7 years) vs JVMCX (14 years). ADLVX (6.23) is less costly to investors than JVMCX (1.88). JVMCX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (31.00). JVMCX has a lower initial minimum investment than ADLVX: JVMCX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 9.65 vs. JVMCX (-0.87). ADLVX return over 5 years is better than : 54.19 vs. JVMCX (43.38).
| ADLVX | JVMCX | ADLVX / JVMCX | |
| Total Expense Ratio | 1.33 | 1.87 | 71% |
| Annual Report Gross Expense Ratio | 6.23 | 1.88 | 331% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 8.551 | 8.340 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11M | 23.6B | 0% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 9.65 | -0.87 | -1,112% |
| Returns for 3 years | 12.44 | 8.57 | 145% |
| Returns for 5 years | 54.19 | 43.38 | 125% |
| Returns for 10 years | N/A | 32.89 | - |
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