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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$29.82
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets4.16M
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. ADLVX (4.16M). ADLVX pays higher dividends than MVCAX: ADLVX (1.27) vs MVCAX (0.85). ADLVX was incepted earlier than MVCAX: ADLVX (7 years) vs MVCAX (24 years). ADLVX (6.47) 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 : 2.60 vs. MVCAX (-10.74). ADLVX return over 5 years is better than : 40.46 vs. MVCAX (32.02).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 6.47 | 1.00 | 647% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 9.547 | 1.825 | 523% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16M | 16.4B | 0% |
| Annual Yield % from dividends | 1.27 | 0.85 | 149% |
| Returns for 1 year | 2.60 | -10.74 | -24% |
| Returns for 3 years | 16.82 | 9.71 | 173% |
| Returns for 5 years | 40.46 | 32.02 | 126% |
| Returns for 10 years | N/A | 66.32 | - |
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