Interact to see
Advertisement
Advertisement
ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$28.12
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets3.93M
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.45B
ADLVX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. JVMSX commentary
Jun 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. ADLVX (3.93M). ADLVX pays higher dividends than JVMSX: ADLVX (1.39) vs JVMSX (0.43). 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 : 9.24 vs. JVMSX (-3.94). ADLVX return over 5 years is better than : 45.44 vs. JVMSX (37.71).
| 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 | 3.539 | 2.126 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93M | 21.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.43 | 321% |
| Returns for 1 year | 9.24 | -3.94 | -234% |
| Returns for 3 years | 5.26 | 4.81 | 109% |
| Returns for 5 years | 45.44 | 37.71 | 120% |
| Returns for 10 years | N/A | 34.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement