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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$28.88
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets4.01M
Vanguard Mid-Cap Value Index Admiral
Price$86.67
Change+$0.07 (+0.08%)
VolumeN/A
Net Assets30.57B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Jul 15, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. ADLVX (4.01M). VMVAX pays higher dividends than ADLVX: VMVAX (2.26) vs ADLVX (1.34). 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 : 9.95 vs. VMVAX (8.30). VMVAX return over 5 years is better than : 70.20 vs. ADLVX (60.68).
| 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 | 5.934 | 3.430 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01M | 30.6B | 0% |
| Annual Yield % from dividends | 1.34 | 2.26 | 59% |
| Returns for 1 year | 9.95 | 8.30 | 120% |
| Returns for 3 years | 20.94 | 28.91 | 72% |
| Returns for 5 years | 60.68 | 70.20 | 86% |
| Returns for 10 years | N/A | 86.82 | - |
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