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MERDX vs VSGIX
MERDX vs VSGIX Comparison
Open Charts MERDX vs VSGIX
Meridian Growth Legacy
Price$34.51
Change-$0.60 (-1.71%)
VolumeN/A
Net Assets790.19M
Vanguard Small Cap Growth Index I
Price$78.86
Change+$0.63 (+0.81%)
VolumeN/A
Net Assets36.92B
MERDX vs VSGIX Comparison Chart in %
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MERDX vs. VSGIX commentary
Jul 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. MERDX (790M). VSGIX pays higher dividends than MERDX: VSGIX (0.55) 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 (21.00). 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 : 3.92 vs. MERDX (-0.11). VSGIX return over 5 years is better than : 35.54 vs. MERDX (-5.31).
| 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 | -3.385 | -0.701 | 483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 36.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -0.11 | 3.92 | -3% |
| Returns for 3 years | 0.75 | 37.73 | 2% |
| Returns for 5 years | -5.31 | 35.54 | -15% |
| Returns for 10 years | -6.65 | 110.20 | -6% |