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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$28.67
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets3.97M
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Aug 07, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. ADLVX (3.97M). 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). ADLVX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (27.00). 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 : 12.62 vs. MVCAX (-1.59). ADLVX return over 5 years is better than : 52.72 vs. MVCAX (46.66).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 6.23 | 1.00 | 623% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 4.902 | 1.662 | 295% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.97M | 16.9B | 0% |
| Annual Yield % from dividends | 1.36 | 0.86 | 158% |
| Returns for 1 year | 12.62 | -1.59 | -792% |
| Returns for 3 years | 14.64 | 10.76 | 136% |
| Returns for 5 years | 52.72 | 46.66 | 113% |
| Returns for 10 years | N/A | 63.45 | - |
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