Ad is loading...
ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$28.31
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets3.95M
ADLVX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. ADLVX (3.96M). MVCAX (1.16) and ADLVX (1.12) have matching dividends . ADLVX was incepted earlier than MVCAX: ADLVX (7 years) vs MVCAX (24 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 : 15.92 vs. MVCAX (1.20). ADLVX return over 5 years is better than : 40.73 vs. MVCAX (28.23).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 4.349 | 0.391 | 1,112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96M | 17.4B | 0% |
| Annual Yield % from dividends | 1.12 | 1.16 | 96% |
| Returns for 1 year | 15.92 | 1.20 | 1,329% |
| Returns for 3 years | 3.36 | 3.99 | 84% |
| Returns for 5 years | 40.73 | 28.23 | 144% |
| Returns for 10 years | N/A | 60.23 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SEMVX | 17.59 | -0.05 | -0.28% |
| Hartford Schroders Emerging Mkts Eq A | |||
| EAEMX | 14.61 | -0.07 | -0.48% |
| Parametric Emerging Markets A | |||
| VSQAX | 16.86 | -0.31 | -1.81% |
| Invesco MSCI World SRI Index A | |||
| IRCIX | 13.40 | -0.41 | -2.97% |
| Voya Russell Small Cap Index Port S2 | |||
| FIICX | 17.46 | -0.56 | -3.11% |
| Fidelity Advisor Mid Cap II C | |||