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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$31.30
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets4.39M
Vanguard Mid-Cap Value Index Admiral
Price$93.19
Change-$0.63 (-0.67%)
VolumeN/A
Net Assets32.63B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Dec 15, 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: 32.6B vs. ADLVX (4.39M). VMVAX pays higher dividends than ADLVX: VMVAX (2.14) vs ADLVX (1.27). 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 : 11.62 vs. VMVAX (6.99). VMVAX return over 5 years is better than : 55.26 vs. ADLVX (40.79).
| 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 | 15.776 | 12.086 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39M | 32.6B | 0% |
| Annual Yield % from dividends | 1.27 | 2.14 | 59% |
| Returns for 1 year | 11.62 | 6.99 | 166% |
| Returns for 3 years | 21.65 | 30.08 | 72% |
| Returns for 5 years | 40.79 | 55.26 | 74% |
| Returns for 10 years | N/A | 118.21 | - |
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