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MVALX vs VEXMX
MVALX vs VEXMX Comparison
Open Charts MVALX vs VEXMX
Meridian Contrarian Legacy
Price$39.54
Change-$1.52 (-3.70%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
MVALX vs VEXMX Comparison Chart
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MVALX vs. VEXMX commentary
Dec 19, 2024
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 MVALX is a Sell and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. MVALX (591M). VEXMX pays higher dividends than MVALX: VEXMX (1.09) vs MVALX (0.41). MVALX was incepted earlier than VEXMX: MVALX (31 years) vs VEXMX (37 years). MVALX is a more actively managed with annual turnover of: 54.00 vs. VEXMX (11.00). MVALX has a lower initial minimum investment than VEXMX: MVALX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. MVALX (10.07). VEXMX return over 5 years is better than : 60.79 vs. MVALX (12.15).
| MVALX | VEXMX | MVALX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 37 years | - |
| Gain YTD | 12.617 | 21.765 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 120B | 0% |
| Annual Yield % from dividends | 0.41 | 1.09 | 38% |
| Returns for 1 year | 10.07 | 23.62 | 43% |
| Returns for 3 years | -17.66 | 12.75 | -139% |
| Returns for 5 years | 12.15 | 60.79 | 20% |
| Returns for 10 years | 10.83 | 136.24 | 8% |