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MVALX vs VIMSX
MVALX vs VIMSX Comparison
Open Charts MVALX vs VIMSX
Meridian Contrarian Legacy
Price$40.28
Change-$0.17 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
MVALX vs VIMSX Comparison Chart
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MVALX vs. VIMSX commentary
Nov 18, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. MVALX (586M). VIMSX pays higher dividends than MVALX: VIMSX (1.38) vs MVALX (0.41). MVALX was incepted earlier than VIMSX: MVALX (31 years) vs VIMSX (27 years). MVALX is a more actively managed with annual turnover of: 54.00 vs. VIMSX (13.00). MVALX has a lower initial minimum investment than VIMSX: MVALX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 28.28 vs. MVALX (17.21). VIMSX return over 5 years is better than : 58.93 vs. MVALX (14.17).
| MVALX | VIMSX | MVALX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 10.477 | 17.322 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 175B | 0% |
| Annual Yield % from dividends | 0.41 | 1.38 | 30% |
| Returns for 1 year | 17.21 | 28.28 | 61% |
| Returns for 3 years | -24.09 | 5.01 | -481% |
| Returns for 5 years | 14.17 | 58.93 | 24% |
| Returns for 10 years | -7.65 | 127.69 | -6% |
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