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ADLVX vs VMVIX
ADLVX vs VMVIX Comparison
Open Charts ADLVX vs VMVIX
Adler Value Institutional
Price$28.31
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets3.95M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
ADLVX vs VMVIX Comparison Chart
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ADLVX vs. VMVIX commentary
Feb 23, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. ADLVX (3.96M). VMVIX pays higher dividends than ADLVX: VMVIX (2.03) vs ADLVX (1.12). ADLVX was incepted earlier than VMVIX: ADLVX (7 years) vs VMVIX (19 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). ADLVX annual gain was more profitable for investors over the last year : 15.92 vs. VMVIX (12.42). ADLVX return over 5 years is better than : 40.73 vs. VMVIX (38.40).
| ADLVX | VMVIX | ADLVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.349 | 1.900 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96M | 30.9B | 0% |
| Annual Yield % from dividends | 1.12 | 2.03 | 55% |
| Returns for 1 year | 15.92 | 12.42 | 128% |
| Returns for 3 years | 3.36 | 15.30 | 22% |
| Returns for 5 years | 40.73 | 38.40 | 106% |
| Returns for 10 years | N/A | 81.10 | - |
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