Interact to see
Advertisement
Advertisement
ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$29.45
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets4.11M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
ADLVX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. JVMSX commentary
Jul 28, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. ADLVX (4.11M). ADLVX pays higher dividends than JVMSX: ADLVX (1.34) vs JVMSX (0.42). ADLVX was incepted earlier than JVMSX: ADLVX (7 years) vs JVMSX (13 years). ADLVX (6.23) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (31.00). JVMSX has a lower initial minimum investment than ADLVX: JVMSX (0) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 12.20 vs. JVMSX (0.75). ADLVX return over 5 years is better than : 61.51 vs. JVMSX (55.91).
| ADLVX | JVMSX | ADLVX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.25 | 106% |
| Annual Report Gross Expense Ratio | 6.23 | 1.26 | 494% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 8.551 | 9.064 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11M | 23.1B | 0% |
| Annual Yield % from dividends | 1.34 | 0.42 | 320% |
| Returns for 1 year | 12.20 | 0.75 | 1,618% |
| Returns for 3 years | 20.66 | 20.42 | 101% |
| Returns for 5 years | 61.51 | 55.91 | 110% |
| Returns for 10 years | N/A | 46.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement