Ad is loading...
ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$27.73
Change+$0.09 (+0.33%)
VolumeN/A
CapitalizationN/A
ADLVX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ADLVX (3.84M). MVCAX (1.16) and ADLVX (1.12) have matching dividends . ADLVX was incepted earlier than MVCAX: ADLVX (6 years) vs MVCAX (23 years). ADLVX is a more actively managed with annual turnover of: 23.00 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than ADLVX: MVCAX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 11.08 vs. MVCAX (4.40). ADLVX return over 5 years is better than : 36.10 vs. MVCAX (29.28).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.693 | 3.912 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84M | 17.1B | 0% |
| Annual Yield % from dividends | 1.12 | 1.16 | 96% |
| Returns for 1 year | 11.08 | 4.40 | 252% |
| Returns for 3 years | -2.80 | 1.80 | -156% |
| Returns for 5 years | 36.10 | 29.28 | 123% |
| Returns for 10 years | N/A | 63.01 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CIL | 41.94 | 0.17 | +0.41% |
| VictoryShares International Vol Wtd ETF | |||
| DHS | 93.83 | 0.14 | +0.15% |
| WisdomTree US High Dividend ETF | |||
| HDG | 49.28 | 0.01 | +0.02% |
| ProShares Hedge Replication | |||
| VGIT | 57.97 | -0.18 | -0.31% |
| Vanguard Intmdt-Term Trs ETF | |||
| IBTK | 19.12 | -0.06 | -0.31% |
| iShares iBonds Dec 2030 Term Trsry ETF | |||