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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$28.11
Change-$0.30 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
Sep 21, 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 StrongSell and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. ADLVX (4M). 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 annual gain was more profitable for investors over the last year : 21.85 vs. ADLVX (18.61). ADLVX (48.77) and VMVAX (48.02) 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 | 11.814 | 14.332 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4M | 30.5B | 0% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | 18.61 | 21.85 | 85% |
| Returns for 3 years | 2.82 | 17.61 | 16% |
| Returns for 5 years | 48.77 | 48.02 | 102% |
| Returns for 10 years | N/A | 96.75 | - |
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