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ADLVX vs JVMSX
ADLVX vs JVMSX Comparison
Open Charts ADLVX vs JVMSX
Adler Value Institutional
Price$28.31
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets3.95M
JHancock Disciplined Value Mid Cap R2
Price$27.35
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
ADLVX vs JVMSX Comparison Chart
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ADLVX vs. JVMSX commentary
Feb 23, 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: 22.5B vs. ADLVX (3.96M). ADLVX pays higher dividends than JVMSX: ADLVX (1.12) vs JVMSX (0.52). ADLVX was incepted earlier than JVMSX: ADLVX (7 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 : 15.92 vs. JVMSX (-2.24). ADLVX return over 5 years is better than : 40.73 vs. JVMSX (23.61).
| ADLVX | JVMSX | ADLVX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 4.349 | 2.014 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96M | 22.5B | 0% |
| Annual Yield % from dividends | 1.12 | 0.52 | 214% |
| Returns for 1 year | 15.92 | -2.24 | -712% |
| Returns for 3 years | 3.36 | 2.90 | 116% |
| Returns for 5 years | 40.73 | 23.61 | 173% |
| Returns for 10 years | N/A | 33.94 | - |
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