Interact to see
Advertisement
Advertisement
MVALX vs VEXMX
MVALX vs VEXMX Comparison
Open Charts MVALX vs VEXMX
MVALX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVALX vs. VEXMX commentary
Aug 23, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.6B vs. MVALX (648M). 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 : 23.84 vs. MVALX (9.63). VEXMX return over 5 years is better than : 35.97 vs. MVALX (-3.43).
| 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 | 14.687 | 17.587 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 93.6B | 1% |
| Annual Yield % from dividends | 0.28 | 0.90 | 31% |
| Returns for 1 year | 9.63 | 23.84 | 40% |
| Returns for 3 years | 26.40 | 69.63 | 38% |
| Returns for 5 years | -3.43 | 35.97 | -10% |
| Returns for 10 years | 35.99 | 177.74 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers