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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$31.30
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets4.39M
JHancock Disciplined Value Mid Cap R6
Price$30.66
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Dec 15, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.6B vs. ADLVX (4.39M). ADLVX pays higher dividends than JVMRX: ADLVX (1.27) vs JVMRX (0.83). ADLVX was incepted earlier than JVMRX: ADLVX (7 years) vs JVMRX (14 years). ADLVX (6.47) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (22.00). ADLVX has a lower initial minimum investment than JVMRX: ADLVX (2500) vs JVMRX (1000000). ADLVX annual gain was more profitable for investors over the last year : 11.62 vs. JVMRX (-1.68). ADLVX return over 5 years is better than : 40.79 vs. JVMRX (36.50).
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 6.47 | 0.75 | 863% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 15.776 | 14.588 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 24.6B | 0% |
| Annual Yield % from dividends | 1.27 | 0.83 | 153% |
| Returns for 1 year | 11.62 | -1.68 | -693% |
| Returns for 3 years | 21.65 | 19.97 | 108% |
| Returns for 5 years | 40.79 | 36.50 | 112% |
| Returns for 10 years | N/A | 61.76 | - |