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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$39.54
Change-$1.52 (-3.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
MVALX vs VSMAX Comparison Chart
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MVALX vs. VSMAX commentary
Dec 19, 2024
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 Sell and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. MVALX (591M). 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 : 19.58 vs. MVALX (10.07). VSMAX return over 5 years is better than : 53.97 vs. MVALX (12.15).
| 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 | 12.617 | 18.049 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 167B | 0% |
| Annual Yield % from dividends | 0.41 | 1.42 | 29% |
| Returns for 1 year | 10.07 | 19.58 | 51% |
| Returns for 3 years | -17.66 | 15.80 | -112% |
| Returns for 5 years | 12.15 | 53.97 | 23% |
| Returns for 10 years | 10.83 | 125.00 | 9% |
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