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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$27.73
Change+$0.09 (+0.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$27.08
Change+$0.21 (+0.78%)
VolumeN/A
CapitalizationN/A
ADLVX vs JVMSX Comparison Chart
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ADLVX vs. JVMSX commentary
Dec 25, 2024
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.4B vs. ADLVX (3.84M). ADLVX pays higher dividends than JVMSX: ADLVX (1.12) vs JVMSX (0.52). ADLVX was incepted earlier than JVMSX: ADLVX (6 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. ADLVX (23.00). JVMSX has a lower initial minimum investment than ADLVX: JVMSX (0) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 11.08 vs. JVMSX (-0.63). ADLVX return over 5 years is better than : 36.10 vs. JVMSX (22.53).
| ADLVX | JVMSX | ADLVX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 10.693 | -0.957 | -1,118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84M | 22.4B | 0% |
| Annual Yield % from dividends | 1.12 | 0.52 | 214% |
| Returns for 1 year | 11.08 | -0.63 | -1,763% |
| Returns for 3 years | -2.80 | 0.24 | -1,178% |
| Returns for 5 years | 36.10 | 22.53 | 160% |
| Returns for 10 years | N/A | 36.22 | - |
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