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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$30.34
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.25M
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. ADLVX (4.25M). VMVAX pays higher dividends than ADLVX: VMVAX (2.17) vs ADLVX (1.25). 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 : 5.02 vs. VMVAX (1.20). VMVAX return over 5 years is better than : 63.10 vs. ADLVX (56.66).
| 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 | 11.832 | 6.339 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25M | 32.5B | 0% |
| Annual Yield % from dividends | 1.25 | 2.17 | 58% |
| Returns for 1 year | 5.02 | 1.20 | 417% |
| Returns for 3 years | 27.51 | 36.10 | 76% |
| Returns for 5 years | 56.66 | 63.10 | 90% |
| Returns for 10 years | N/A | 99.51 | - |
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