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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$29.25
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets4.08M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
ADLVX vs JVMSX Comparison Chart in %
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ADLVX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. ADLVX (4.08M). 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: 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 : 16.20 vs. JVMSX (3.00). ADLVX return over 5 years is better than : 66.69 vs. JVMSX (60.52).
| 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 | 7.814 | 8.206 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08M | 22.6B | 0% |
| Annual Yield % from dividends | 1.34 | 0.42 | 320% |
| Returns for 1 year | 16.20 | 3.00 | 540% |
| Returns for 3 years | 20.03 | 22.77 | 88% |
| Returns for 5 years | 66.69 | 60.52 | 110% |
| Returns for 10 years | N/A | 44.56 | - |
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