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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$30.34
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.25M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX commentary
Oct 19, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. ADLVX (4.25M). ADLVX pays higher dividends than JVMIX: ADLVX (1.25) vs JVMIX (0.74). ADLVX was incepted earlier than JVMIX: ADLVX (7 years) vs JVMIX (28 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 : 5.02 vs. JVMIX (-4.87). ADLVX return over 5 years is better than : 56.66 vs. JVMIX (47.49).
| 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 | 28 years | - |
| Gain YTD | 11.832 | 9.759 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25M | 23.7B | 0% |
| Annual Yield % from dividends | 1.25 | 0.74 | 169% |
| Returns for 1 year | 5.02 | -4.87 | -103% |
| Returns for 3 years | 27.51 | 25.37 | 108% |
| Returns for 5 years | 56.66 | 47.49 | 119% |
| Returns for 10 years | N/A | 51.49 | - |
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