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MERDX vs VSGIX
MERDX vs VSGIX Comparison
Open Charts MERDX vs VSGIX
Meridian Growth Legacy
Price$32.03
Change+$2.66 (+9.06%)
VolumeN/A
Net Assets718.66M
Vanguard Small Cap Growth Index I
Price$68.40
Change+$6.49 (+10.48%)
VolumeN/A
Net Assets33.7B
MERDX vs VSGIX Comparison Chart
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MERDX vs. VSGIX commentary
Apr 11, 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 MERDX is a Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. MERDX (719M). VSGIX pays higher dividends than MERDX: VSGIX (0.61) vs MERDX (0.00). MERDX was incepted earlier than VSGIX: MERDX (41 years) vs VSGIX (25 years). MERDX (0.91) is less costly to investors than VSGIX (0.06). MERDX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). MERDX has a lower initial minimum investment than VSGIX: MERDX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : -14.21 vs. MERDX (-15.09). VSGIX return over 5 years is better than : 36.61 vs. MERDX (-0.17).
| MERDX | VSGIX | MERDX / VSGIX | |
| Total Expense Ratio | 0.91 | 0.06 | 1,517% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 41 years | 25 years | - |
| Gain YTD | -19.180 | -21.432 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 33.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -15.09 | -14.21 | 106% |
| Returns for 3 years | -29.97 | -7.65 | 392% |
| Returns for 5 years | -0.17 | 36.61 | -0% |
| Returns for 10 years | -22.03 | 66.84 | -33% |
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