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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
Adler Value Institutional
Price$27.80
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.89M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
ADLVX vs JVMRX Comparison Chart
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ADLVX vs. JVMRX commentary
May 10, 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: 20.8B vs. ADLVX (3.89M). ADLVX pays higher dividends than JVMRX: ADLVX (1.43) vs JVMRX (0.96). 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 : 5.80 vs. JVMRX (-7.83). ADLVX return over 5 years is better than : 68.56 vs. JVMRX (54.99).
| 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 | 2.433 | -1.299 | -187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89M | 20.8B | 0% |
| Annual Yield % from dividends | 1.43 | 0.96 | 149% |
| Returns for 1 year | 5.80 | -7.83 | -74% |
| Returns for 3 years | 11.11 | 7.00 | 159% |
| Returns for 5 years | 68.56 | 54.99 | 125% |
| Returns for 10 years | N/A | 33.80 | - |
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