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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$28.67
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets3.97M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Aug 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. ADLVX (3.97M). 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 (0.76). 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 : 12.62 vs. JVMRX (3.71). ADLVX (52.72) and JVMRX (52.18) 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 | 4.902 | 8.203 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.97M | 23.1B | 0% |
| Annual Yield % from dividends | 1.36 | 0.86 | 158% |
| Returns for 1 year | 12.62 | 3.71 | 340% |
| Returns for 3 years | 14.64 | 16.84 | 87% |
| Returns for 5 years | 52.72 | 52.18 | 101% |
| Returns for 10 years | N/A | 47.32 | - |
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