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MVALX vs VIMSX
MVALX vs VIMSX Comparison
Open Charts MVALX vs VIMSX
MVALX vs VIMSX Comparison Chart in %
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MVALX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. MVALX (596M). VIMSX pays higher dividends than MVALX: VIMSX (1.25) vs MVALX (0.27). MVALX was incepted earlier than VIMSX: MVALX (32 years) vs VIMSX (28 years). MVALX (1.18) is less costly to investors than VIMSX (0.17). MVALX is a more actively managed with annual turnover of: 45.00 vs. VIMSX (16.00). MVALX has a lower initial minimum investment than VIMSX: MVALX (1000) vs VIMSX (3000). MVALX (18.08) and VIMSX (17.63) have marching annual gain over last year. VIMSX return over 5 years is better than : 37.48 vs. MVALX (-5.23).
| MVALX | VIMSX | MVALX / VIMSX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 16.892 | 10.479 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 219B | 0% |
| Annual Yield % from dividends | 0.27 | 1.25 | 22% |
| Returns for 1 year | 18.08 | 17.63 | 103% |
| Returns for 3 years | 29.29 | 51.89 | 56% |
| Returns for 5 years | -5.23 | 37.48 | -14% |
| Returns for 10 years | 54.50 | 171.07 | 32% |
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