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ADLVX vs VMVIX
ADLVX vs VMVIX Comparison
Open Charts ADLVX vs VMVIX
Adler Value Institutional
Price$29.61
Change+$0.30 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.58
Change+$0.45 (+0.66%)
VolumeN/A
CapitalizationN/A
ADLVX vs VMVIX Comparison Chart
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ADLVX vs. VMVIX commentary
Nov 23, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. ADLVX (4.07M). 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 (28.25) and ADLVX (27.79) have marching annual gain over last year. VMVIX (50.90) and ADLVX (49.81) 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 | 17.381 | 19.597 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07M | 30.9B | 0% |
| Annual Yield % from dividends | 1.12 | 2.03 | 55% |
| Returns for 1 year | 27.79 | 28.25 | 98% |
| Returns for 3 years | 2.84 | 16.93 | 17% |
| Returns for 5 years | 49.81 | 50.90 | 98% |
| Returns for 10 years | N/A | 98.08 | - |
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