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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$30.45
Change-$0.25 (-0.81%)
VolumeN/A
Net Assets4.3M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Nov 14, 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: 31.8B vs. ADLVX (4.3M). VMVAX pays higher dividends than ADLVX: VMVAX (2.20) 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 : 3.56 vs. VMVAX (2.82). VMVAX return over 5 years is better than : 56.57 vs. ADLVX (47.45).
| 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 | 12.237 | 8.872 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3M | 31.8B | 0% |
| Annual Yield % from dividends | 1.27 | 2.20 | 58% |
| Returns for 1 year | 3.56 | 2.82 | 126% |
| Returns for 3 years | 19.55 | 26.82 | 73% |
| Returns for 5 years | 47.45 | 56.57 | 84% |
| Returns for 10 years | N/A | 108.57 | - |
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