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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$29.45
Change-$0.18 (-0.61%)
VolumeN/A
Net Assets4.11M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. ADLVX (4.11M). ADLVX pays higher dividends than JVMIX: ADLVX (1.36) vs JVMIX (0.76). ADLVX was incepted earlier than JVMIX: ADLVX (7 years) vs JVMIX (28 years). ADLVX (6.23) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (31.00). 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 : 9.65 vs. JVMIX (0.76). ADLVX return over 5 years is better than : 54.19 vs. JVMIX (50.10).
| ADLVX | JVMIX | ADLVX / JVMIX | |
| Total Expense Ratio | 1.33 | 0.87 | 153% |
| Annual Report Gross Expense Ratio | 6.23 | 0.88 | 708% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 8.551 | 8.980 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11M | 23.6B | 0% |
| Annual Yield % from dividends | 1.36 | 0.76 | 179% |
| Returns for 1 year | 9.65 | 0.76 | 1,274% |
| Returns for 3 years | 12.44 | 11.90 | 105% |
| Returns for 5 years | 54.19 | 50.10 | 108% |
| Returns for 10 years | N/A | 45.29 | - |
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