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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$28.31
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets3.95M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. ADLVX (3.96M). VMVAX pays higher dividends than ADLVX: VMVAX (2.14) vs ADLVX (1.12). ADLVX was incepted earlier than VMVAX: ADLVX (7 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). ADLVX annual gain was more profitable for investors over the last year : 15.92 vs. VMVAX (12.44). ADLVX return over 5 years is better than : 40.73 vs. VMVAX (38.46).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 4.349 | 1.921 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96M | 30.9B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 15.92 | 12.44 | 128% |
| Returns for 3 years | 3.36 | 15.34 | 22% |
| Returns for 5 years | 40.73 | 38.46 | 106% |
| Returns for 10 years | N/A | 81.26 | - |
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