ADLVX
Price
$29.96
Change
+$0.05 (+0.17%)
Updated
Aug 28 closing price
Net Assets
4.16M
MVCAX
Price
$32.39
Change
+$0.15 (+0.47%)
Updated
Aug 27 closing price
Net Assets
17.32B
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ADLVX vs MVCAX

Header iconADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAXBanner chart's image
Adler Value Institutional
Price$29.96
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets4.16M
MFS Mid Cap Value A
Price$32.39
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets17.32B
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Aug 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. ADLVX (4.16M). ADLVX pays higher dividends than MVCAX: ADLVX (1.36) vs MVCAX (0.86). ADLVX was incepted earlier than MVCAX: ADLVX (7 years) vs MVCAX (24 years). ADLVX (6.23) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. ADLVX (22.00). 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 : 9.63 vs. MVCAX (-4.16). ADLVX return over 5 years is better than : 54.58 vs. MVCAX (50.10).
ADLVXMVCAXADLVX / MVCAX
Total Expense Ratio1.330.99134%
Annual Report Gross Expense Ratio6.231.00623%
Fund Existence7 years24 years-
Gain YTD10.2475.085202%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.16M17.3B0%
Annual Yield % from dividends1.360.86158%
Returns for 1 year9.63-4.16-232%
Returns for 3 years21.5314.01154%
Returns for 5 years54.5850.10109%
Returns for 10 yearsN/A74.07-
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