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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$25.90
Change+$0.15 (+0.58%)
VolumeN/A
Net Assets3.62M
JHancock Disciplined Value Mid Cap R2
Price$24.73
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets19.62B
ADLVX vs JVMSX Comparison Chart
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ADLVX vs. JVMSX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.6B vs. ADLVX (3.62M). ADLVX pays higher dividends than JVMSX: ADLVX (1.39) vs JVMSX (0.45). 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 : 3.47 vs. JVMSX (-10.62). ADLVX return over 5 years is better than : 66.16 vs. JVMSX (47.92).
| 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 | -5.087 | -7.758 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62M | 19.6B | 0% |
| Annual Yield % from dividends | 1.39 | 0.45 | 312% |
| Returns for 1 year | 3.47 | -10.62 | -33% |
| Returns for 3 years | -6.58 | -7.75 | 85% |
| Returns for 5 years | 66.16 | 47.92 | 138% |
| Returns for 10 years | N/A | 21.11 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| THLV | 26.10 | 0.28 | +1.08% |
| THOR Equal Weight Low Volatility ETF | |||
| PPIE | 23.99 | 0.25 | +1.07% |
| Putnam PanAgora ESG Intl Eq ETF | |||
| DLN | 74.73 | 0.57 | +0.77% |
| WisdomTree US LargeCap Dividend ETF | |||
| TGLR | 27.03 | 0.18 | +0.67% |
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| SCMB | 24.96 | 0.01 | +0.04% |
| Schwab Municipal Bond ETF | |||