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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$31.30
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets4.39M
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Dec 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. ADLVX (4.39M). ADLVX pays higher dividends than MVCAX: ADLVX (1.27) vs MVCAX (0.83). ADLVX was incepted earlier than MVCAX: ADLVX (7 years) vs MVCAX (24 years). ADLVX (6.47) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 24.00 vs. ADLVX (22.00). MVCAX has a lower initial minimum investment than ADLVX: MVCAX (1000) vs ADLVX (2500). ADLVX annual gain was more profitable for investors over the last year : 11.62 vs. MVCAX (-4.12). ADLVX return over 5 years is better than : 40.79 vs. MVCAX (27.20).
| ADLVX | MVCAX | ADLVX / MVCAX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 6.47 | 1.00 | 647% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 15.776 | 0.196 | 8,067% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 17B | 0% |
| Annual Yield % from dividends | 1.27 | 0.83 | 153% |
| Returns for 1 year | 11.62 | -4.12 | -282% |
| Returns for 3 years | 21.65 | 12.85 | 169% |
| Returns for 5 years | 40.79 | 27.20 | 150% |
| Returns for 10 years | N/A | 72.41 | - |
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