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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$32.17
Change+$1.30 (+4.21%)
VolumeN/A
Net Assets4.55M
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ADLVX (4.55M). MVCAX pays higher dividends than ADLVX: MVCAX (1.20) vs ADLVX (0.96). 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 : 15.70 vs. MVCAX (1.90). ADLVX return over 5 years is better than : 36.17 vs. MVCAX (23.95).
| 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 | 3.908 | 4.789 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 17.1B | 0% |
| Annual Yield % from dividends | 0.96 | 1.20 | 80% |
| Returns for 1 year | 15.70 | 1.90 | 828% |
| Returns for 3 years | 28.88 | 11.13 | 260% |
| Returns for 5 years | 36.17 | 23.95 | 151% |
| Returns for 10 years | N/A | 99.09 | - |
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