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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$29.45
Change-$0.18 (-0.61%)
VolumeN/A
Net Assets4.11M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
ADLVX vs JVMSX Comparison Chart in %
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ADLVX vs. JVMSX commentary
Aug 18, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. ADLVX (4.11M). ADLVX pays higher dividends than JVMSX: ADLVX (1.36) vs JVMSX (0.41). 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 : 9.65 vs. JVMSX (0.34). ADLVX return over 5 years is better than : 54.19 vs. JVMSX (48.09).
| 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 | 8.728 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11M | 23.6B | 0% |
| Annual Yield % from dividends | 1.36 | 0.41 | 332% |
| Returns for 1 year | 9.65 | 0.34 | 2,832% |
| Returns for 3 years | 12.44 | 10.96 | 114% |
| Returns for 5 years | 54.19 | 48.09 | 113% |
| Returns for 10 years | N/A | 41.60 | - |
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