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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
Aug 23, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. ADLVX (2.95M). ADLVX pays higher dividends than JVMIX: ADLVX (0.94) vs JVMIX (0.66). 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). JVMIX annual gain was more profitable for investors over the last year : 10.63 vs. ADLVX (-40.21). JVMIX return over 5 years is better than : 20.35 vs. ADLVX (-36.60).
| 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 | -43.874 | 17.364 | -253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95M | 24.1B | 0% |
| Annual Yield % from dividends | 0.94 | 0.66 | 142% |
| Returns for 1 year | -40.21 | 10.63 | -378% |
| Returns for 3 years | -23.98 | 27.91 | -86% |
| Returns for 5 years | -36.60 | 20.35 | -180% |
| Returns for 10 years | N/A | 62.83 | - |
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