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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$28.05
Change-$0.42 (-1.48%)
VolumeN/A
Net Assets3.91M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
ADLVX vs JVMIX Comparison Chart
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ADLVX vs. JVMIX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. ADLVX (3.91M). ADLVX pays higher dividends than JVMIX: ADLVX (1.39) vs JVMIX (0.80). 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: 47.00 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 : 10.70 vs. JVMIX (-2.87). ADLVX return over 5 years is better than : 58.40 vs. JVMIX (52.19).
| 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 | 3.391 | 2.486 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91M | 21.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.80 | 173% |
| Returns for 1 year | 10.70 | -2.87 | -373% |
| Returns for 3 years | 16.55 | 16.82 | 98% |
| Returns for 5 years | 58.40 | 52.19 | 112% |
| Returns for 10 years | N/A | 36.89 | - |
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