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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$29.96
Change-$0.18 (-0.60%)
VolumeN/A
Net Assets4.19M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. ADLVX (4.19M). ADLVX pays higher dividends than JVMRX: ADLVX (1.29) vs JVMRX (0.84). ADLVX was incepted earlier than JVMRX: ADLVX (7 years) vs JVMRX (14 years). ADLVX (6.23) 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 : 9.58 vs. JVMRX (3.02). ADLVX (58.12) and JVMRX (55.40) have equivalent 5 years return.
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 6.23 | 0.75 | 831% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 10.431 | 12.064 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19M | 24.3B | 0% |
| Annual Yield % from dividends | 1.29 | 0.84 | 153% |
| Returns for 1 year | 9.58 | 3.02 | 318% |
| Returns for 3 years | 24.99 | 25.20 | 99% |
| Returns for 5 years | 58.12 | 55.40 | 105% |
| Returns for 10 years | N/A | 59.55 | - |
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