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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$31.14
Change-$0.19 (-0.61%)
VolumeN/A
Net Assets4.39M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Oct 08, 2025
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: 24.3B vs. ADLVX (4.39M). ADLVX pays higher dividends than JVMRX: ADLVX (1.25) vs JVMRX (0.84). ADLVX was incepted earlier than JVMRX: ADLVX (7 years) vs JVMRX (14 years). ADLVX (6.23) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (22.00). 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 : 10.56 vs. JVMRX (-0.35). ADLVX return over 5 years is better than : 62.22 vs. JVMRX (50.09).
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 6.23 | 0.75 | 831% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 15.481 | 11.878 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 24.3B | 0% |
| Annual Yield % from dividends | 1.25 | 0.84 | 150% |
| Returns for 1 year | 10.56 | -0.35 | -2,979% |
| Returns for 3 years | 35.56 | 30.79 | 116% |
| Returns for 5 years | 62.22 | 50.09 | 124% |
| Returns for 10 years | N/A | 55.99 | - |
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