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ADLVX vs JVMIX
ADLVX vs JVMIX Comparison
Open Charts ADLVX vs JVMIX
ADLVX vs JVMIX Comparison Chart in %
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ADLVX vs. JVMIX commentary
Jul 14, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. ADLVX (4.56M). ADLVX pays higher dividends than JVMIX: ADLVX (0.97) vs JVMIX (0.68). ADLVX was incepted earlier than JVMIX: ADLVX (8 years) vs JVMIX (29 years). ADLVX (6.47) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. ADLVX (22.00). ADLVX has a lower initial minimum investment than JVMIX: ADLVX (2500) vs JVMIX (250000). ADLVX annual gain was more profitable for investors over the last year : 14.97 vs. JVMIX (6.21). ADLVX return over 5 years is better than : 23.16 vs. JVMIX (13.89).
| ADLVX | JVMIX | ADLVX / JVMIX | |
| Total Expense Ratio | 1.31 | 0.85 | 154% |
| Annual Report Gross Expense Ratio | 6.47 | 0.86 | 752% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 5.685 | 11.795 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56M | 23.3B | 0% |
| Annual Yield % from dividends | 0.97 | 0.68 | 142% |
| Returns for 1 year | 14.97 | 6.21 | 241% |
| Returns for 3 years | 41.18 | 17.79 | 232% |
| Returns for 5 years | 23.16 | 13.89 | 167% |
| Returns for 10 years | N/A | 58.60 | - |
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