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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$33.60
Change-$2.42 (-6.72%)
VolumeN/A
Net Assets517.48M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
MVALX vs VSMAX Comparison Chart
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MVALX vs. VSMAX commentary
Apr 04, 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: 153B vs. MVALX (517M). 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 : 1.20 vs. MVALX (-4.76). VSMAX return over 5 years is better than : 115.95 vs. MVALX (63.65).
| 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 | -6.076 | -5.824 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 153B | 0% |
| Annual Yield % from dividends | 0.51 | 1.52 | 33% |
| Returns for 1 year | -4.76 | 1.20 | -395% |
| Returns for 3 years | -16.24 | 6.53 | -249% |
| Returns for 5 years | 63.65 | 115.95 | 55% |
| Returns for 10 years | -7.70 | 91.10 | -8% |
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