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MVALX vs VIMSX
MVALX vs VIMSX Comparison
Open Charts MVALX vs VIMSX
Meridian Contrarian Legacy
Price$36.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MVALX vs VIMSX Comparison Chart
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MVALX vs. VIMSX commentary
Sep 16, 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: 172B vs. MVALX (569M). VIMSX pays higher dividends than MVALX: VIMSX (1.38) vs MVALX (0.41). MVALX was incepted earlier than VIMSX: MVALX (31 years) vs VIMSX (26 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 : 18.32 vs. MVALX (4.67). VIMSX return over 5 years is better than : 53.93 vs. MVALX (10.03).
| MVALX | VIMSX | MVALX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | 4.635 | 10.696 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 172B | 0% |
| Annual Yield % from dividends | 0.41 | 1.38 | 30% |
| Returns for 1 year | 4.67 | 18.32 | 26% |
| Returns for 3 years | -22.19 | 6.29 | -353% |
| Returns for 5 years | 10.03 | 53.93 | 19% |
| Returns for 10 years | -10.62 | 120.67 | -9% |
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