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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$43.03
Change-$0.32 (-0.74%)
VolumeN/A
Net Assets593.7M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
MVALX vs VSMAX Comparison Chart in %
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MVALX vs. VSMAX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MVALX (594M). VSMAX pays higher dividends than MVALX: VSMAX (1.31) vs MVALX (0.42). MVALX was incepted earlier than VSMAX: MVALX (32 years) vs VSMAX (25 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 (13.00). MVALX has a lower initial minimum investment than VSMAX: MVALX (1000) vs VSMAX (3000). MVALX annual gain was more profitable for investors over the last year : 13.49 vs. VSMAX (10.49). VSMAX return over 5 years is better than : 66.40 vs. MVALX (28.45).
| 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 | 32 years | 25 years | - |
| Gain YTD | 13.038 | 6.588 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.31 | 32% |
| Returns for 1 year | 13.49 | 10.49 | 129% |
| Returns for 3 years | 14.74 | 39.11 | 38% |
| Returns for 5 years | 28.45 | 66.40 | 43% |
| Returns for 10 years | 22.45 | 133.25 | 17% |
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