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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$38.58
Change-$0.97 (-2.45%)
VolumeN/A
Net Assets564.57M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
MVALX vs VSMAX Comparison Chart
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MVALX vs. VSMAX commentary
Feb 23, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MVALX (565M). VSMAX pays higher dividends than MVALX: VSMAX (1.42) vs MVALX (0.41). MVALX was incepted earlier than VSMAX: MVALX (31 years) vs VSMAX (24 years). MVALX is a more actively managed with annual turnover of: 54.00 vs. VSMAX (12.00). MVALX has a lower initial minimum investment than VSMAX: MVALX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. MVALX (6.38). VSMAX return over 5 years is better than : 44.48 vs. MVALX (10.20).
| MVALX | VSMAX | MVALX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 0.600 | -0.304 | -197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 161B | 0% |
| Annual Yield % from dividends | 0.41 | 1.42 | 29% |
| Returns for 1 year | 6.38 | 11.25 | 57% |
| Returns for 3 years | -6.92 | 18.86 | -37% |
| Returns for 5 years | 10.20 | 44.48 | 23% |
| Returns for 10 years | 0.40 | 105.78 | 0% |
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