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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$31.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets4.49M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Jan 15, 2026
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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. ADLVX (4.49M). ADLVX pays higher dividends than JVMRX: ADLVX (1.00) vs JVMRX (0.85). 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 : 18.38 vs. JVMRX (6.31). ADLVX return over 5 years is better than : 38.02 vs. JVMRX (22.57).
| 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 | 2.455 | 4.843 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49M | 24.7B | 0% |
| Annual Yield % from dividends | 1.00 | 0.85 | 117% |
| Returns for 1 year | 18.38 | 6.31 | 291% |
| Returns for 3 years | 31.66 | 15.11 | 209% |
| Returns for 5 years | 38.02 | 22.57 | 168% |
| Returns for 10 years | N/A | 76.30 | - |
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