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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$27.80
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.89M
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.83B
ADLVX vs JVMSX Comparison Chart
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ADLVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.8B vs. ADLVX (3.89M). ADLVX pays higher dividends than JVMSX: ADLVX (1.43) vs JVMSX (0.46). ADLVX was incepted earlier than JVMSX: ADLVX (7 years) vs JVMSX (13 years). ADLVX (6.23) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. ADLVX (31.00). 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 : 5.80 vs. JVMSX (-8.33). ADLVX return over 5 years is better than : 68.56 vs. JVMSX (52.44).
| ADLVX | JVMSX | ADLVX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.25 | 106% |
| Annual Report Gross Expense Ratio | 6.23 | 1.26 | 494% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 2.433 | -1.455 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89M | 20.8B | 0% |
| Annual Yield % from dividends | 1.43 | 0.46 | 313% |
| Returns for 1 year | 5.80 | -8.33 | -70% |
| Returns for 3 years | 11.11 | 5.87 | 189% |
| Returns for 5 years | 68.56 | 52.44 | 131% |
| Returns for 10 years | N/A | 29.63 | - |
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