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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
Jun 24, 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: 93.7B vs. MVALX (596M). VEXMX pays higher dividends than MVALX: VEXMX (0.90) vs MVALX (0.27). MVALX was incepted earlier than VEXMX: MVALX (32 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 : 29.46 vs. MVALX (18.08). VEXMX return over 5 years is better than : 30.26 vs. MVALX (-5.23).
| MVALX | VEXMX | MVALX / VEXMX | |
| Total Expense Ratio | 1.18 | 0.19 | 621% |
| Annual Report Gross Expense Ratio | 1.18 | 0.19 | 621% |
| Fund Existence | 32 years | 39 years | - |
| Gain YTD | 16.892 | 15.397 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 93.7B | 1% |
| Annual Yield % from dividends | 0.27 | 0.90 | 30% |
| Returns for 1 year | 18.08 | 29.46 | 61% |
| Returns for 3 years | 29.29 | 69.33 | 42% |
| Returns for 5 years | -5.23 | 30.26 | -17% |
| Returns for 10 years | 54.50 | 198.69 | 27% |
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