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MVALX vs VEXMX
MVALX vs VEXMX Comparison
Open Charts MVALX vs VEXMX
MVALX vs VEXMX Comparison Chart in %
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MVALX vs. VEXMX commentary
Aug 03, 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 MVALX is a StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. MVALX (596M). VEXMX pays higher dividends than MVALX: VEXMX (0.90) vs MVALX (0.28). MVALX was incepted earlier than VEXMX: MVALX (33 years) vs VEXMX (39 years). MVALX (1.18) is less costly to investors than VEXMX (0.19). MVALX is a more actively managed with annual turnover of: 45.00 vs. VEXMX (12.00). 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 : 19.71 vs. MVALX (6.86). VEXMX return over 5 years is better than : 28.12 vs. MVALX (-8.45).
| MVALX | VEXMX | MVALX / VEXMX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 33 years | 39 years | - |
| Gain YTD | 12.030 | 13.033 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 97.7B | 1% |
| Annual Yield % from dividends | 0.28 | 0.90 | 31% |
| Returns for 1 year | 6.86 | 19.71 | 35% |
| Returns for 3 years | 15.06 | 51.75 | 29% |
| Returns for 5 years | -8.45 | 28.12 | -30% |
| Returns for 10 years | 38.89 | 174.92 | 22% |
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