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ADLVX vs JVMRX
ADLVX vs JVMRX Comparison
Open Charts ADLVX vs JVMRX
ADLVX vs JVMRX Comparison Chart in %
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ADLVX vs. JVMRX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. ADLVX (4.4M). ADLVX pays higher dividends than JVMRX: ADLVX (0.99) vs JVMRX (0.81). ADLVX was incepted earlier than JVMRX: ADLVX (8 years) vs JVMRX (15 years). ADLVX (6.47) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 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 : 11.78 vs. JVMRX (8.08). ADLVX return over 5 years is better than : 13.65 vs. JVMRX (11.43).
| ADLVX | JVMRX | ADLVX / JVMRX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 6.47 | 0.75 | 863% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.001 | 8.922 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4M | 22.9B | 0% |
| Annual Yield % from dividends | 0.99 | 0.81 | 123% |
| Returns for 1 year | 11.78 | 8.08 | 146% |
| Returns for 3 years | 39.88 | 21.91 | 182% |
| Returns for 5 years | 13.65 | 11.43 | 119% |
| Returns for 10 years | N/A | 65.14 | - |
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