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ADLVX vs JVMAX
ADLVX vs JVMAX Comparison
Open Charts ADLVX vs JVMAX
Adler Value Institutional
Price$28.11
Change-$0.30 (-1.06%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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ADLVX vs JVMAX Comparison Chart
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ADLVX vs. JVMAX commentary
Sep 21, 2024
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 StrongSell and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. ADLVX (4M). ADLVX pays higher dividends than JVMAX: ADLVX (1.12) vs JVMAX (0.67). ADLVX was incepted earlier than JVMAX: ADLVX (6 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. ADLVX (23.00). JVMAX has a lower initial minimum investment than ADLVX: JVMAX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 18.61 vs. JVMAX (15.86). ADLVX return over 5 years is better than : 48.77 vs. JVMAX (40.80).
| ADLVX | JVMAX | ADLVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 11.814 | 9.927 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4M | 23.4B | 0% |
| Annual Yield % from dividends | 1.12 | 0.67 | 167% |
| Returns for 1 year | 18.61 | 15.86 | 117% |
| Returns for 3 years | 2.82 | 9.43 | 30% |
| Returns for 5 years | 48.77 | 40.80 | 120% |
| Returns for 10 years | N/A | 55.08 | - |
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