ADLVX
Price
$29.96
Change
+$0.05 (+0.17%)
Updated
Aug 28 closing price
Net Assets
4.16M
VMVAX
Price
$89.47
Change
-$0.27 (-0.30%)
Updated
Aug 28 closing price
Net Assets
31.04B
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ADLVX vs VMVAX

Header iconADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAXBanner chart's image
Adler Value Institutional
Price$29.96
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets4.16M
Vanguard Mid-Cap Value Index Admiral
Price$89.47
Change-$0.27 (-0.30%)
VolumeN/A
Net Assets31.04B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Aug 29, 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 Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. ADLVX (4.16M). 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: 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 : 9.63 vs. VMVAX (6.80). VMVAX return over 5 years is better than : 67.15 vs. ADLVX (54.58).
ADLVXVMVAXADLVX / VMVAX
Total Expense Ratio1.330.071,900%
Annual Report Gross Expense Ratio6.230.078,900%
Fund Existence7 years14 years-
Gain YTD10.2477.180143%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets4.16M31B0%
Annual Yield % from dividends1.362.2261%
Returns for 1 year9.636.80142%
Returns for 3 years21.5326.1782%
Returns for 5 years54.5867.1581%
Returns for 10 yearsN/A102.24-
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