Interact to see
Advertisement
Advertisement
ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$28.88
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets4.01M
JHancock Disciplined Value Mid Cap R6
Price$29.17
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets22.57B
ADLVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. JVMRX commentary
Jul 15, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. ADLVX (4.01M). ADLVX pays higher dividends than JVMRX: ADLVX (1.34) vs JVMRX (0.88). ADLVX was incepted earlier than JVMRX: ADLVX (7 years) vs JVMRX (14 years). ADLVX (6.23) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. ADLVX (31.00). 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 : 9.95 vs. JVMRX (0.52). ADLVX (60.68) and JVMRX (57.86) have equivalent 5 years return.
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 6.23 | 0.76 | 820% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 5.934 | 8.129 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01M | 22.6B | 0% |
| Annual Yield % from dividends | 1.34 | 0.88 | 152% |
| Returns for 1 year | 9.95 | 0.52 | 1,911% |
| Returns for 3 years | 20.94 | 24.34 | 86% |
| Returns for 5 years | 60.68 | 57.86 | 105% |
| Returns for 10 years | N/A | 47.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CHIQ | 21.02 | 0.12 | +0.57% |
| Global X MSCI China Consumer Disc ETF | |||
| EKG | 17.50 | 0.10 | +0.57% |
| First Trust Nasdaq Lux Dgtl Hlth SoluETF | |||
| SCHX | 24.75 | 0.05 | +0.20% |
| Schwab US Large-Cap ETF™ | |||
| NACP | 43.87 | -0.04 | -0.08% |
| Impact Shares NAACP Minority Empwrmt ETF | |||
| ONEY | 111.42 | -0.31 | -0.28% |
| SPDR® Russell 1000® Yield Focus ETF | |||