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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$27.80
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets3.89M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
ADLVX vs VMVAX Comparison Chart
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ADLVX vs. VMVAX commentary
May 10, 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: 29.1B vs. ADLVX (3.89M). VMVAX pays higher dividends than ADLVX: VMVAX (2.40) vs ADLVX (1.43). 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 (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 : 5.80 vs. VMVAX (3.48). VMVAX return over 5 years is better than : 76.40 vs. ADLVX (68.56).
| 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 | 2.433 | -1.683 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89M | 29.1B | 0% |
| Annual Yield % from dividends | 1.43 | 2.40 | 60% |
| Returns for 1 year | 5.80 | 3.48 | 167% |
| Returns for 3 years | 11.11 | 15.55 | 71% |
| Returns for 5 years | 68.56 | 76.40 | 90% |
| Returns for 10 years | N/A | 75.65 | - |
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