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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$29.61
Change-$0.29 (-0.97%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$32.04
Change+$0.11 (+0.34%)
VolumeN/A
CapitalizationN/A
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ADLVX vs JVMRX Comparison Chart
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ADLVX vs. JVMRX commentary
Nov 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. ADLVX (4.12M). 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 : 32.76 vs. JVMRX (28.76). ADLVX (51.48) and JVMRX (49.56) 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 | 18.582 | 17.105 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.12M | 24.3B | 0% |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | 32.76 | 28.76 | 114% |
| Returns for 3 years | 4.77 | 10.01 | 48% |
| Returns for 5 years | 51.48 | 49.56 | 104% |
| Returns for 10 years | N/A | 67.18 | - |
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