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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$32.17
Change+$1.30 (+4.21%)
VolumeN/A
Net Assets4.55M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. ADLVX (4.55M). VMVAX pays higher dividends than ADLVX: VMVAX (2.01) vs ADLVX (0.96). ADLVX was incepted earlier than VMVAX: ADLVX (7 years) vs VMVAX (14 years). ADLVX (6.47) is less costly to investors than VMVAX (0.07). ADLVX is a more actively managed with annual turnover of: 22.00 vs. VMVAX (19.00). ADLVX has a lower initial minimum investment than VMVAX: ADLVX (2500) vs VMVAX (3000). ADLVX annual gain was more profitable for investors over the last year : 15.70 vs. VMVAX (13.53). VMVAX return over 5 years is better than : 52.71 vs. ADLVX (36.17).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 6.47 | 0.07 | 9,243% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 3.908 | 5.509 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 33.2B | 0% |
| Annual Yield % from dividends | 0.96 | 2.01 | 48% |
| Returns for 1 year | 15.70 | 13.53 | 116% |
| Returns for 3 years | 28.88 | 29.37 | 98% |
| Returns for 5 years | 36.17 | 52.71 | 69% |
| Returns for 10 years | N/A | 142.89 | - |
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