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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
Aug 03, 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 StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 224B vs. MVALX (596M). VIMSX pays higher dividends than MVALX: VIMSX (1.20) vs MVALX (0.28). MVALX was incepted earlier than VIMSX: MVALX (33 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). VIMSX annual gain was more profitable for investors over the last year : 13.46 vs. MVALX (6.86). VIMSX return over 5 years is better than : 35.82 vs. MVALX (-8.45).
| MVALX | VIMSX | MVALX / VIMSX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 12.030 | 11.625 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 224B | 0% |
| Annual Yield % from dividends | 0.28 | 1.20 | 23% |
| Returns for 1 year | 6.86 | 13.46 | 51% |
| Returns for 3 years | 15.06 | 43.32 | 35% |
| Returns for 5 years | -8.45 | 35.82 | -24% |
| Returns for 10 years | 38.89 | 158.99 | 24% |
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