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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$27.73
Change+$0.09 (+0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.74
Change+$0.61 (+0.73%)
VolumeN/A
CapitalizationN/A
ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
Dec 25, 2024
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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. ADLVX (3.84M). VMVAX pays higher dividends than ADLVX: VMVAX (2.14) vs ADLVX (1.12). ADLVX was incepted earlier than VMVAX: ADLVX (6 years) vs VMVAX (13 years). ADLVX (23.00) and VMVAX (22.00) have comparable annual turnover. ADLVX has a lower initial minimum investment than VMVAX: ADLVX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.66 vs. ADLVX (11.08). VMVAX return over 5 years is better than : 38.87 vs. ADLVX (36.10).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 10.693 | 12.962 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84M | 32.8B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 11.08 | 13.66 | 81% |
| Returns for 3 years | -2.80 | 11.75 | -24% |
| Returns for 5 years | 36.10 | 38.87 | 93% |
| Returns for 10 years | N/A | 83.91 | - |
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