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ADLVX vs JVMCX
ADLVX vs JVMCX Comparison
Open Charts ADLVX vs JVMCX
Adler Value Institutional
Price$32.17
Change+$1.30 (+4.21%)
VolumeN/A
Net Assets4.55M
JHancock Disciplined Value Mid Cap C
Price$26.89
Change-$0.78 (-2.82%)
VolumeN/A
Net Assets24.66B
ADLVX vs JVMCX Comparison Chart in %
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ADLVX vs. JVMCX commentary
Feb 05, 2026
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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.7B vs. ADLVX (4.55M). ADLVX pays higher dividends than JVMCX: ADLVX (0.96) vs JVMCX (0.00). ADLVX was incepted earlier than JVMCX: ADLVX (7 years) vs JVMCX (14 years). ADLVX (6.47) is less costly to investors than JVMCX (1.86). JVMCX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (22.00). 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 : 15.70 vs. JVMCX (3.34). ADLVX return over 5 years is better than : 36.17 vs. JVMCX (15.97).
| ADLVX | JVMCX | ADLVX / JVMCX | |
| Total Expense Ratio | 1.31 | 1.85 | 71% |
| Annual Report Gross Expense Ratio | 6.47 | 1.86 | 348% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 3.908 | 5.121 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 24.7B | 0% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 15.70 | 3.34 | 469% |
| Returns for 3 years | 28.88 | 6.94 | 416% |
| Returns for 5 years | 36.17 | 15.97 | 226% |
| Returns for 10 years | N/A | 61.82 | - |
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