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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$29.61
Change+$0.30 (+1.02%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$32.27
Change+$0.32 (+1.00%)
VolumeN/A
CapitalizationN/A
ADLVX vs JVMRX Comparison Chart
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ADLVX vs. JVMRX commentary
Nov 23, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. ADLVX (4.07M). 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 : 27.79 vs. JVMRX (22.22). ADLVX (49.81) and JVMRX (48.67) have equivalent 5 years return.
| 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 | 17.381 | 16.776 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07M | 24.2B | 0% |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | 27.79 | 22.22 | 125% |
| Returns for 3 years | 2.84 | 11.32 | 25% |
| Returns for 5 years | 49.81 | 48.67 | 102% |
| Returns for 10 years | N/A | 64.67 | - |
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