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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$29.61
Change+$0.30 (+1.02%)
VolumeN/A
CapitalizationN/A
ADLVX vs MVCAX Comparison Chart
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ADLVX vs. MVCAX commentary
Nov 23, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.3B vs. ADLVX (4.07M). 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). MVCAX (27.92) and ADLVX (27.79) have marching annual gain over last year. MVCAX return over 5 years is better than : 53.54 vs. ADLVX (49.81).
| 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 | 17.381 | 20.248 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07M | 18.3B | 0% |
| Annual Yield % from dividends | 1.12 | 1.16 | 96% |
| Returns for 1 year | 27.79 | 27.92 | 100% |
| Returns for 3 years | 2.84 | 11.96 | 24% |
| Returns for 5 years | 49.81 | 53.54 | 93% |
| Returns for 10 years | N/A | 79.70 | - |
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