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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
Adler Value Institutional
Price$29.96
Change-$0.18 (-0.60%)
VolumeN/A
Net Assets4.19M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. ADLVX (4.19M). ADLVX pays higher dividends than JVMIX: ADLVX (1.29) vs JVMIX (0.74). ADLVX was incepted earlier than JVMIX: ADLVX (7 years) vs JVMIX (28 years). ADLVX (6.23) 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 : 9.58 vs. JVMIX (2.91). ADLVX return over 5 years is better than : 58.12 vs. JVMIX (54.86).
| ADLVX | JVMIX | ADLVX / JVMIX | |
| Total Expense Ratio | 1.33 | 0.85 | 156% |
| Annual Report Gross Expense Ratio | 6.23 | 0.86 | 724% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 10.431 | 11.985 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19M | 24.3B | 0% |
| Annual Yield % from dividends | 1.29 | 0.74 | 173% |
| Returns for 1 year | 9.58 | 2.91 | 330% |
| Returns for 3 years | 24.99 | 24.95 | 100% |
| Returns for 5 years | 58.12 | 54.86 | 106% |
| Returns for 10 years | N/A | 58.60 | - |
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