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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$30.34
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.25M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. ADLVX (4.25M). ADLVX pays higher dividends than JVMRX: ADLVX (1.25) vs JVMRX (0.84). 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 : 5.02 vs. JVMRX (-4.79). ADLVX return over 5 years is better than : 56.66 vs. JVMRX (47.93).
| 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 | 11.832 | 9.837 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25M | 23.7B | 0% |
| Annual Yield % from dividends | 1.25 | 0.84 | 150% |
| Returns for 1 year | 5.02 | -4.79 | -105% |
| Returns for 3 years | 27.51 | 25.62 | 107% |
| Returns for 5 years | 56.66 | 47.93 | 118% |
| Returns for 10 years | N/A | 52.40 | - |
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