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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
Jul 14, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. ADLVX (4.56M). MVCAX pays higher dividends than ADLVX: MVCAX (1.11) vs ADLVX (0.97). 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 : 14.97 vs. MVCAX (9.45). ADLVX return over 5 years is better than : 23.16 vs. MVCAX (17.60).
| 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 | 5.685 | 13.136 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56M | 17.2B | 0% |
| Annual Yield % from dividends | 0.97 | 1.11 | 87% |
| Returns for 1 year | 14.97 | 9.45 | 158% |
| Returns for 3 years | 41.18 | 20.06 | 205% |
| Returns for 5 years | 23.16 | 17.60 | 132% |
| Returns for 10 years | N/A | 82.57 | - |
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