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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$29.25
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets4.08M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Jul 06, 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: 29.9B vs. ADLVX (4.08M). VMVAX pays higher dividends than ADLVX: VMVAX (2.26) vs ADLVX (1.34). ADLVX was incepted earlier than VMVAX: ADLVX (7 years) vs VMVAX (14 years). ADLVX (6.23) is less costly to investors than VMVAX (0.07). ADLVX is a more actively managed with annual turnover of: 31.00 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 : 16.20 vs. VMVAX (12.14). VMVAX return over 5 years is better than : 77.08 vs. ADLVX (66.69).
| ADLVX | VMVAX | ADLVX / VMVAX | |
| Total Expense Ratio | 1.33 | 0.07 | 1,900% |
| Annual Report Gross Expense Ratio | 6.23 | 0.07 | 8,900% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 7.814 | 3.573 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.08M | 29.9B | 0% |
| Annual Yield % from dividends | 1.34 | 2.26 | 59% |
| Returns for 1 year | 16.20 | 12.14 | 133% |
| Returns for 3 years | 20.03 | 28.52 | 70% |
| Returns for 5 years | 66.69 | 77.08 | 87% |
| Returns for 10 years | N/A | 88.11 | - |
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