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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$25.90
Change+$0.15 (+0.58%)
VolumeN/A
Net Assets3.62M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
Apr 19, 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: 29.9B vs. ADLVX (3.62M). VMVAX pays higher dividends than ADLVX: VMVAX (2.33) vs ADLVX (1.39). 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 (22.00). ADLVX has a lower initial minimum investment than VMVAX: ADLVX (2500) vs VMVAX (3000). ADLVX (3.47) and VMVAX (3.31) have marching annual gain over last year. VMVAX return over 5 years is better than : 71.78 vs. ADLVX (66.16).
| 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 | -5.087 | -6.328 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62M | 29.9B | 0% |
| Annual Yield % from dividends | 1.39 | 2.33 | 60% |
| Returns for 1 year | 3.47 | 3.31 | 105% |
| Returns for 3 years | -6.58 | 2.13 | -309% |
| Returns for 5 years | 66.16 | 71.78 | 92% |
| Returns for 10 years | N/A | 66.45 | - |
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