Interact to see
Advertisement
Advertisement
ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$29.76
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets4.18M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
ADLVX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. VMVAX commentary
Nov 20, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. ADLVX (4.18M). VMVAX pays higher dividends than ADLVX: VMVAX (2.20) vs ADLVX (1.27). ADLVX was incepted earlier than VMVAX: ADLVX (7 years) vs VMVAX (14 years). ADLVX (6.47) is less costly to investors than VMVAX (0.07). ADLVX is a more actively managed with annual turnover of: 22.00 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 : 3.72 vs. VMVAX (1.00). VMVAX return over 5 years is better than : 52.00 vs. ADLVX (40.05).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 6.47 | 0.07 | 9,243% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 9.915 | 6.196 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18M | 31.8B | 0% |
| Annual Yield % from dividends | 1.27 | 2.20 | 58% |
| Returns for 1 year | 3.72 | 1.00 | 372% |
| Returns for 3 years | 17.22 | 24.72 | 70% |
| Returns for 5 years | 40.05 | 52.00 | 77% |
| Returns for 10 years | N/A | 97.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers