Interact to see
Advertisement
Advertisement
ADLVX vs MVCAX
ADLVX vs MVCAX Comparison
Open Charts ADLVX vs MVCAX
Adler Value Institutional
Price$31.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets4.49M
ADLVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. MVCAX commentary
Jan 15, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. ADLVX (4.49M). MVCAX pays higher dividends than ADLVX: MVCAX (1.24) vs ADLVX (1.00). 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 : 18.38 vs. MVCAX (2.50). ADLVX return over 5 years is better than : 38.02 vs. MVCAX (22.73).
| 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 | 2.455 | 3.991 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49M | 17.1B | 0% |
| Annual Yield % from dividends | 1.00 | 1.24 | 80% |
| Returns for 1 year | 18.38 | 2.50 | 736% |
| Returns for 3 years | 31.66 | 12.55 | 252% |
| Returns for 5 years | 38.02 | 22.73 | 167% |
| Returns for 10 years | N/A | 100.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement