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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Jun 04, 2026
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: 16.8B vs. ADLVX (4.34M). MVCAX pays higher dividends than ADLVX: MVCAX (1.16) vs ADLVX (0.99). ADLVX was incepted earlier than MVCAX: ADLVX (8 years) vs MVCAX (25 years). ADLVX (6.47) is less costly to investors than MVCAX (0.98). MVCAX is a more actively managed with annual turnover of: 24.00 vs. ADLVX (22.00). 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 : 12.03 vs. MVCAX (9.57). ADLVX return over 5 years is better than : 11.98 vs. MVCAX (9.01).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | 1.31 | 0.97 | 135% |
| Annual Report Gross Expense Ratio | 6.47 | 0.98 | 660% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.581 | 7.715 | 8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34M | 16.8B | 0% |
| Annual Yield % from dividends | 0.99 | 1.16 | 86% |
| Returns for 1 year | 12.03 | 9.57 | 126% |
| Returns for 3 years | 40.45 | 21.83 | 185% |
| Returns for 5 years | 11.98 | 9.01 | 133% |
| Returns for 10 years | N/A | 76.09 | - |
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