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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$31.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets4.49M
JHancock Disciplined Value Mid Cap I
Price$28.80
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.6B
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX commentary
Jan 15, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. ADLVX (4.49M). ADLVX pays higher dividends than JVMIX: ADLVX (1.00) vs JVMIX (0.75). 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 : 18.38 vs. JVMIX (6.20). ADLVX return over 5 years is better than : 38.02 vs. JVMIX (22.06).
| 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 | 2.455 | 4.842 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49M | 24.6B | 0% |
| Annual Yield % from dividends | 1.00 | 0.75 | 133% |
| Returns for 1 year | 18.38 | 6.20 | 296% |
| Returns for 3 years | 31.66 | 14.75 | 215% |
| Returns for 5 years | 38.02 | 22.06 | 172% |
| Returns for 10 years | N/A | 74.98 | - |
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