Interact to see
Advertisement
Advertisement
ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$31.14
Change-$0.19 (-0.61%)
VolumeN/A
Net Assets4.39M
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets32.47B
ADLVX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. VMVAX commentary
Oct 08, 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: 32.5B vs. ADLVX (4.39M). VMVAX pays higher dividends than ADLVX: VMVAX (2.17) vs ADLVX (1.25). 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 : 10.56 vs. VMVAX (5.99). VMVAX (65.19) and ADLVX (62.22) have equivalent 5 years return.
| 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 | 15.481 | 8.382 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 32.5B | 0% |
| Annual Yield % from dividends | 1.25 | 2.17 | 58% |
| Returns for 1 year | 10.56 | 5.99 | 176% |
| Returns for 3 years | 35.56 | 42.63 | 83% |
| Returns for 5 years | 62.22 | 65.19 | 95% |
| Returns for 10 years | N/A | 103.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement