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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$29.61
Change+$0.30 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$90.24
Change+$0.60 (+0.67%)
VolumeN/A
CapitalizationN/A
ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
Nov 23, 2024
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 (4.07M). VMVAX pays higher dividends than ADLVX: VMVAX (2.14) vs ADLVX (1.12). ADLVX was incepted earlier than VMVAX: ADLVX (6 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). VMVAX (28.25) and ADLVX (27.79) have marching annual gain over last year. VMVAX (50.95) and ADLVX (49.81) have equivalent 5 years return.
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 17.381 | 19.623 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07M | 30.9B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 27.79 | 28.25 | 98% |
| Returns for 3 years | 2.84 | 16.94 | 17% |
| Returns for 5 years | 49.81 | 50.95 | 98% |
| Returns for 10 years | N/A | 98.29 | - |
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