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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets579.7M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MVALX vs VSMAX Comparison Chart
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VS
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MVALX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. MVALX (580M). 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 : 21.26 vs. MVALX (10.72). VSMAX return over 5 years is better than : 48.99 vs. MVALX (12.34).
| 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 | 1.982 | 3.369 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 155B | 0% |
| Annual Yield % from dividends | 0.41 | 1.42 | 29% |
| Returns for 1 year | 10.72 | 21.26 | 50% |
| Returns for 3 years | -10.15 | 17.25 | -59% |
| Returns for 5 years | 12.34 | 48.99 | 25% |
| Returns for 10 years | 8.39 | 127.10 | 7% |
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