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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$28.12
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets3.93M
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
ADLVX vs JVMRX Comparison Chart
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ADLVX vs. JVMRX commentary
Jun 07, 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: 21.5B vs. ADLVX (3.93M). ADLVX pays higher dividends than JVMRX: ADLVX (1.39) vs JVMRX (0.91). 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: 47.00 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 : 9.24 vs. JVMRX (-3.44). ADLVX return over 5 years is better than : 45.44 vs. JVMRX (40.08).
| 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 | 3.539 | 2.339 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 21.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.91 | 153% |
| Returns for 1 year | 9.24 | -3.44 | -268% |
| Returns for 3 years | 5.26 | 5.97 | 88% |
| Returns for 5 years | 45.44 | 40.08 | 113% |
| Returns for 10 years | N/A | 38.60 | - |
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