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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$33.74
Change+$0.55 (+1.66%)
VolumeN/A
Net Assets471.64M
Vanguard Small Cap Index Admiral Shares
Price$100.97
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
MVALX vs VSMAX Comparison Chart
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MVALX vs. VSMAX commentary
Apr 25, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MVALX (472M). VSMAX pays higher dividends than MVALX: VSMAX (1.52) vs MVALX (0.51). MVALX was incepted earlier than VSMAX: MVALX (31 years) vs VSMAX (24 years). MVALX (1.18) is less costly to investors than VSMAX (0.05). MVALX is a more actively managed with annual turnover of: 58.00 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 : -3.84 vs. MVALX (-7.50). VSMAX return over 5 years is better than : 69.27 vs. MVALX (25.94).
| MVALX | VSMAX | MVALX / VSMAX | |
| Total Expense Ratio | 1.18 | 0.05 | 2,360% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -13.455 | -13.525 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 143B | 0% |
| Annual Yield % from dividends | 0.51 | 1.52 | 33% |
| Returns for 1 year | -7.50 | -3.84 | 195% |
| Returns for 3 years | -17.96 | 3.87 | -464% |
| Returns for 5 years | 25.94 | 69.27 | 37% |
| Returns for 10 years | -16.53 | 74.79 | -22% |
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