Ad is loading...
ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$27.80
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.89M
ADLVX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. MVCAX commentary
May 10, 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: 16.5B vs. ADLVX (3.89M). ADLVX pays higher dividends than MVCAX: ADLVX (1.43) vs MVCAX (0.93). 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 : 5.80 vs. MVCAX (-8.00). ADLVX return over 5 years is better than : 68.56 vs. MVCAX (58.65).
| 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 | 2.433 | -4.009 | -61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89M | 16.5B | 0% |
| Annual Yield % from dividends | 1.43 | 0.93 | 154% |
| Returns for 1 year | 5.80 | -8.00 | -72% |
| Returns for 3 years | 11.11 | 6.24 | 178% |
| Returns for 5 years | 68.56 | 58.65 | 117% |
| Returns for 10 years | N/A | 51.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVRE | 43.76 | 0.27 | +0.62% |
| Avantis Real Estate ETF | |||
| INKM | 31.95 | 0.05 | +0.15% |
| SPDR® SSgA Income Allocation ETF | |||
| PZA | 22.69 | 0.01 | +0.04% |
| Invesco National AMT-Free Muni Bd ETF | |||
| SUPP | 60.75 | -0.21 | -0.35% |
| TCW Transform Supply Chain ETF | |||
| WOOD | 72.13 | -0.72 | -0.99% |
| iShares Global Timber & Forestry ETF | |||