Interact to see
Advertisement
Advertisement
ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$28.88
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets4.01M
ADLVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. MVCAX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. ADLVX (4.01M). ADLVX pays higher dividends than MVCAX: ADLVX (1.34) vs MVCAX (0.87). 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 : 9.95 vs. MVCAX (-2.27). ADLVX return over 5 years is better than : 60.68 vs. MVCAX (54.48).
| 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 | 5.934 | 2.575 | 230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01M | 17.2B | 0% |
| Annual Yield % from dividends | 1.34 | 0.87 | 153% |
| Returns for 1 year | 9.95 | -2.27 | -438% |
| Returns for 3 years | 20.94 | 19.48 | 108% |
| Returns for 5 years | 60.68 | 54.48 | 111% |
| Returns for 10 years | N/A | 63.16 | - |