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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$28.67
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets3.97M
Vanguard Mid-Cap Value Index Admiral
Price$86.53
Change-$0.27 (-0.31%)
VolumeN/A
Net Assets31.04B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Aug 07, 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. ADLVX (3.97M). VMVAX pays higher dividends than ADLVX: VMVAX (2.22) vs ADLVX (1.36). ADLVX was incepted earlier than VMVAX: ADLVX (7 years) vs VMVAX (14 years). ADLVX (6.23) is less costly to investors than VMVAX (0.07). ADLVX is a more actively managed with annual turnover of: 31.00 vs. VMVAX (19.00). ADLVX has a lower initial minimum investment than VMVAX: ADLVX (2500) vs VMVAX (3000). ADLVX annual gain was more profitable for investors over the last year : 12.62 vs. VMVAX (9.26). VMVAX return over 5 years is better than : 64.27 vs. ADLVX (52.72).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | 1.33 | 0.07 | 1,900% |
| Annual Report Gross Expense Ratio | 6.23 | 0.07 | 8,900% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.902 | 3.669 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.97M | 31B | 0% |
| Annual Yield % from dividends | 1.36 | 2.22 | 61% |
| Returns for 1 year | 12.62 | 9.26 | 136% |
| Returns for 3 years | 14.64 | 22.04 | 66% |
| Returns for 5 years | 52.72 | 64.27 | 82% |
| Returns for 10 years | N/A | 88.41 | - |
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