Ad is loading...
ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$27.73
Change+$0.09 (+0.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$27.21
Change+$0.21 (+0.78%)
VolumeN/A
CapitalizationN/A
ADLVX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. JVMRX commentary
Dec 25, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.4B vs. ADLVX (3.84M). ADLVX pays higher dividends than JVMRX: ADLVX (1.12) vs JVMRX (0.93). ADLVX was incepted earlier than JVMRX: ADLVX (6 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. ADLVX (23.00). ADLVX has a lower initial minimum investment than JVMRX: ADLVX (2500) vs JVMRX (1000000). ADLVX annual gain was more profitable for investors over the last year : 11.08 vs. JVMRX (-0.06). ADLVX return over 5 years is better than : 36.10 vs. JVMRX (24.60).
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 10.693 | -0.393 | -2,719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84M | 22.4B | 0% |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | 11.08 | -0.06 | -17,179% |
| Returns for 3 years | -2.80 | 1.34 | -210% |
| Returns for 5 years | 36.10 | 24.60 | 147% |
| Returns for 10 years | N/A | 40.64 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers