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ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$30.34
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.25M
ADLVX vs MVCAX Comparison Chart in %
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ADLVX vs. MVCAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. ADLVX (4.25M). ADLVX pays higher dividends than MVCAX: ADLVX (1.25) vs MVCAX (0.84). 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: 27.00 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 : 5.02 vs. MVCAX (-9.14). ADLVX return over 5 years is better than : 56.66 vs. MVCAX (44.40).
| 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 | 11.832 | 3.585 | 330% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25M | 16.9B | 0% |
| Annual Yield % from dividends | 1.25 | 0.84 | 149% |
| Returns for 1 year | 5.02 | -9.14 | -55% |
| Returns for 3 years | 27.51 | 20.07 | 137% |
| Returns for 5 years | 56.66 | 44.40 | 128% |
| Returns for 10 years | N/A | 70.98 | - |
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