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ADLVX vs JVMCX
ADLVX vs JVMCX Comparison
Open Charts ADLVX vs JVMCX
Adler Value Institutional
Price$29.96
Change-$0.18 (-0.60%)
VolumeN/A
Net Assets4.19M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
ADLVX vs JVMCX Comparison Chart in %
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ADLVX vs. JVMCX commentary
Sep 09, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. ADLVX (4.19M). ADLVX pays higher dividends than JVMCX: ADLVX (1.29) 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 (1.86). 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 : 9.58 vs. JVMCX (1.22). ADLVX return over 5 years is better than : 58.12 vs. JVMCX (48.03).
| ADLVX | JVMCX | ADLVX / JVMCX | |
| Total Expense Ratio | 1.33 | 1.85 | 72% |
| Annual Report Gross Expense Ratio | 6.23 | 1.86 | 335% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 10.431 | 11.265 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19M | 24.3B | 0% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 9.58 | 1.22 | 783% |
| Returns for 3 years | 24.99 | 21.25 | 118% |
| Returns for 5 years | 58.12 | 48.03 | 121% |
| Returns for 10 years | N/A | 45.05 | - |
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