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ADLVX vs JVMCX
ADLVX vs JVMCX Comparison
Open Charts ADLVX vs JVMCX
ADLVX vs JVMCX Comparison Chart in %
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ADLVX vs. JVMCX commentary
Aug 03, 2026
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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. ADLVX (4.28M). ADLVX pays higher dividends than JVMCX: ADLVX (0.94) vs JVMCX (0.00). ADLVX was incepted earlier than JVMCX: ADLVX (8 years) vs JVMCX (15 years). ADLVX (6.47) is less costly to investors than JVMCX (1.86). JVMCX is a more actively managed with annual turnover of: 48.00 vs. ADLVX (22.00). JVMCX has a lower initial minimum investment than ADLVX: JVMCX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 15.74 vs. JVMCX (7.03). ADLVX return over 5 years is better than : 18.29 vs. JVMCX (9.14).
| ADLVX | JVMCX | ADLVX / JVMCX | |
| Total Expense Ratio | 1.31 | 1.85 | 71% |
| Annual Report Gross Expense Ratio | 6.47 | 1.86 | 348% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 5.426 | 13.604 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28M | 23.6B | 0% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 15.74 | 7.03 | 224% |
| Returns for 3 years | 37.97 | 13.80 | 275% |
| Returns for 5 years | 18.29 | 9.14 | 200% |
| Returns for 10 years | N/A | 47.16 | - |
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