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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$29.25
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets4.08M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. ADLVX (4.08M). ADLVX pays higher dividends than JVMRX: ADLVX (1.34) vs JVMRX (0.88). ADLVX was incepted earlier than JVMRX: ADLVX (7 years) vs JVMRX (14 years). ADLVX (6.23) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. ADLVX (31.00). 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 : 16.20 vs. JVMRX (3.59). ADLVX return over 5 years is better than : 66.69 vs. JVMRX (63.32).
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 6.23 | 0.76 | 820% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 7.814 | 8.500 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08M | 22.6B | 0% |
| Annual Yield % from dividends | 1.34 | 0.88 | 152% |
| Returns for 1 year | 16.20 | 3.59 | 451% |
| Returns for 3 years | 20.03 | 24.14 | 83% |
| Returns for 5 years | 66.69 | 63.32 | 105% |
| Returns for 10 years | N/A | 49.30 | - |
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