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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$29.96
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets4.16M
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets24.02B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Aug 29, 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: 24B vs. ADLVX (4.16M). ADLVX pays higher dividends than JVMRX: ADLVX (1.36) vs JVMRX (0.86). 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 : 9.63 vs. JVMRX (0.20). ADLVX (54.58) and JVMRX (52.58) have equivalent 5 years return.
| 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 | 10.247 | 11.136 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16M | 24B | 0% |
| Annual Yield % from dividends | 1.36 | 0.86 | 158% |
| Returns for 1 year | 9.63 | 0.20 | 4,850% |
| Returns for 3 years | 21.53 | 20.15 | 107% |
| Returns for 5 years | 54.58 | 52.58 | 104% |
| Returns for 10 years | N/A | 57.05 | - |
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