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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$25.90
Change+$0.15 (+0.58%)
VolumeN/A
Net Assets3.62M
ADLVX vs MVCAX Comparison Chart
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ADLVX vs. MVCAX commentary
Apr 19, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.5B vs. ADLVX (3.62M). ADLVX pays higher dividends than MVCAX: ADLVX (1.39) vs MVCAX (0.90). 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 : 3.47 vs. MVCAX (-8.14). ADLVX return over 5 years is better than : 66.16 vs. MVCAX (54.79).
| 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 | -5.087 | -9.648 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62M | 15.5B | 0% |
| Annual Yield % from dividends | 1.39 | 0.90 | 155% |
| Returns for 1 year | 3.47 | -8.14 | -43% |
| Returns for 3 years | -6.58 | -6.94 | 95% |
| Returns for 5 years | 66.16 | 54.79 | 121% |
| Returns for 10 years | N/A | 42.27 | - |
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