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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$32.17
Change+$1.30 (+4.21%)
VolumeN/A
Net Assets4.55M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. ADLVX (4.55M). ADLVX pays higher dividends than JVMIX: ADLVX (0.96) vs JVMIX (0.72). ADLVX was incepted earlier than JVMIX: ADLVX (7 years) vs JVMIX (29 years). ADLVX (6.47) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (22.00). ADLVX has a lower initial minimum investment than JVMIX: ADLVX (2500) vs JVMIX (250000). ADLVX annual gain was more profitable for investors over the last year : 15.70 vs. JVMIX (4.96). ADLVX return over 5 years is better than : 36.17 vs. JVMIX (23.04).
| ADLVX | JVMIX | ADLVX / JVMIX | |
| Total Expense Ratio | 1.31 | 0.85 | 154% |
| Annual Report Gross Expense Ratio | 6.47 | 0.86 | 752% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 3.908 | 5.206 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 24.7B | 0% |
| Annual Yield % from dividends | 0.96 | 0.72 | 133% |
| Returns for 1 year | 15.70 | 4.96 | 317% |
| Returns for 3 years | 28.88 | 11.72 | 246% |
| Returns for 5 years | 36.17 | 23.04 | 157% |
| Returns for 10 years | N/A | 78.79 | - |
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