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ADLVX vs VMVAX
ADLVX vs VMVAX Comparison
Open Charts ADLVX vs VMVAX
Adler Value Institutional
Price$31.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets4.49M
Vanguard Mid-Cap Value Index Admiral
Price$95.73
Change+$0.66 (+0.69%)
VolumeN/A
Net Assets33.17B
ADLVX vs VMVAX Comparison Chart in %
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ADLVX vs. VMVAX commentary
Jan 16, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. ADLVX (4.49M). VMVAX pays higher dividends than ADLVX: VMVAX (2.10) vs ADLVX (1.00). 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 : 18.38 vs. VMVAX (13.84). VMVAX return over 5 years is better than : 51.40 vs. ADLVX (38.02).
| 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 | 2.455 | 4.224 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49M | 33.2B | 0% |
| Annual Yield % from dividends | 1.00 | 2.10 | 47% |
| Returns for 1 year | 18.38 | 13.84 | 133% |
| Returns for 3 years | 31.66 | 30.76 | 103% |
| Returns for 5 years | 38.02 | 51.40 | 74% |
| Returns for 10 years | N/A | 142.26 | - |
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