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MVALX vs VSCIX
MVALX vs VSCIX Comparison
Open Charts MVALX vs VSCIX
Meridian Contrarian Legacy
Price$41.09
Change-$0.87 (-2.07%)
VolumeN/A
Net Assets568.41M
Vanguard Small Cap Index I
Price$113.87
Change-$1.84 (-1.59%)
VolumeN/A
Net Assets153.28B
MVALX vs VSCIX Comparison Chart in %
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MVALX vs. VSCIX commentary
Aug 03, 2025
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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. MVALX (568M). VSCIX pays higher dividends than MVALX: VSCIX (1.38) vs MVALX (0.43). MVALX was incepted earlier than VSCIX: MVALX (32 years) vs VSCIX (28 years). MVALX (1.18) is less costly to investors than VSCIX (0.04). MVALX is a more actively managed with annual turnover of: 58.00 vs. VSCIX (13.00). MVALX has a lower initial minimum investment than VSCIX: MVALX (1000) vs VSCIX (5000000). MVALX annual gain was more profitable for investors over the last year : 9.13 vs. VSCIX (4.63). VSCIX return over 5 years is better than : 58.48 vs. MVALX (29.33).
| MVALX | VSCIX | MVALX / VSCIX | |
| Total Expense Ratio | 1.18 | 0.04 | 2,950% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 7.145 | -0.944 | -757% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 153B | 0% |
| Annual Yield % from dividends | 0.43 | 1.38 | 31% |
| Returns for 1 year | 9.13 | 4.63 | 197% |
| Returns for 3 years | 5.55 | 24.17 | 23% |
| Returns for 5 years | 29.33 | 58.48 | 50% |
| Returns for 10 years | 10.48 | 105.67 | 10% |
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