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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$28.05
Change-$0.42 (-1.48%)
VolumeN/A
Net Assets3.91M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
ADLVX vs JVMSX Comparison Chart
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ADLVX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. ADLVX (3.91M). ADLVX pays higher dividends than JVMSX: ADLVX (1.39) vs JVMSX (0.43). 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: 47.00 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 : 10.70 vs. JVMSX (-3.29). ADLVX return over 5 years is better than : 58.40 vs. JVMSX (50.13).
| 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 | 3.391 | 2.313 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91M | 21.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.43 | 321% |
| Returns for 1 year | 10.70 | -3.29 | -325% |
| Returns for 3 years | 16.55 | 15.80 | 105% |
| Returns for 5 years | 58.40 | 50.13 | 116% |
| Returns for 10 years | N/A | 33.43 | - |
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