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MVALX vs VSCPX
MVALX vs VSCPX Comparison
Open Charts MVALX vs VSCPX
Meridian Contrarian Legacy
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets579.7M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
MVALX vs VSCPX Comparison Chart
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MVALX vs. VSCPX commentary
Jan 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. MVALX (580M). VSCPX pays higher dividends than MVALX: VSCPX (1.44) vs MVALX (0.41). MVALX was incepted earlier than VSCPX: MVALX (31 years) vs VSCPX (14 years). MVALX is a more actively managed with annual turnover of: 54.00 vs. VSCPX (12.00). MVALX has a lower initial minimum investment than VSCPX: MVALX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. MVALX (10.72). VSCPX return over 5 years is better than : 49.02 vs. MVALX (12.34).
| MVALX | VSCPX | MVALX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 1.982 | 3.376 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 155B | 0% |
| Annual Yield % from dividends | 0.41 | 1.44 | 28% |
| Returns for 1 year | 10.72 | 21.27 | 50% |
| Returns for 3 years | -10.15 | 17.26 | -59% |
| Returns for 5 years | 12.34 | 49.02 | 25% |
| Returns for 10 years | 8.39 | 127.24 | 7% |
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