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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. MVALX (615M). VEXMX pays higher dividends than MVALX: VEXMX (0.88) 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 : 12.24 vs. MVALX (0.79). VEXMX return over 5 years is better than : 27.72 vs. MVALX (-10.65).
| 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 | 9.273 | 13.020 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 95.3B | 1% |
| Annual Yield % from dividends | 0.28 | 0.88 | 31% |
| Returns for 1 year | 0.79 | 12.24 | 6% |
| Returns for 3 years | 21.53 | 59.59 | 36% |
| Returns for 5 years | -10.65 | 27.72 | -38% |
| Returns for 10 years | 33.36 | 174.84 | 19% |
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