Ad is loading...
ADLVX vs VMVIX
ADLVX vs VMVIX Comparison
Open Charts ADLVX vs VMVIX
Adler Value Institutional
Price$28.11
Change-$0.30 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ADLVX vs VMVIX Comparison Chart
Loading...
ADLVX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. ADLVX (4M). VMVIX pays higher dividends than ADLVX: VMVIX (2.03) vs ADLVX (1.12). ADLVX was incepted earlier than VMVIX: ADLVX (6 years) vs VMVIX (18 years). ADLVX (23.00) and VMVIX (22.00) have comparable annual turnover. ADLVX has a lower initial minimum investment than VMVIX: ADLVX (2500) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 21.83 vs. ADLVX (18.61). ADLVX (48.77) and VMVIX (47.93) have equivalent 5 years return.
| ADLVX | VMVIX | ADLVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 11.814 | 14.287 | 83% |
| 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 | 2.03 | 55% |
| Returns for 1 year | 18.61 | 21.83 | 85% |
| Returns for 3 years | 2.82 | 17.59 | 16% |
| Returns for 5 years | 48.77 | 47.93 | 102% |
| Returns for 10 years | N/A | 96.48 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...