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MVALX vs VIMSX
MVALX vs VIMSX Comparison
Open Charts MVALX vs VIMSX
Meridian Contrarian Legacy
Price$42.65
Change+$0.23 (+0.54%)
VolumeN/A
Net Assets595.77M
Vanguard Mid Cap Index Investor
Price$81.76
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets198.74B
MVALX vs VIMSX Comparison Chart in %
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MVALX vs. VIMSX commentary
Jan 15, 2026
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. MVALX (596M). VIMSX pays higher dividends than MVALX: VIMSX (1.40) vs MVALX (0.31). MVALX was incepted earlier than VIMSX: MVALX (32 years) vs VIMSX (28 years). MVALX (1.18) is less costly to investors than VIMSX (0.17). MVALX is a more actively managed with annual turnover of: 45.00 vs. VIMSX (16.00). MVALX has a lower initial minimum investment than VIMSX: MVALX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 13.54 vs. MVALX (12.75). VIMSX return over 5 years is better than : 41.34 vs. MVALX (-3.41).
| MVALX | VIMSX | MVALX / VIMSX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 6.316 | 3.193 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 199B | 0% |
| Annual Yield % from dividends | 0.31 | 1.40 | 22% |
| Returns for 1 year | 12.75 | 13.54 | 94% |
| Returns for 3 years | 17.98 | 40.34 | 45% |
| Returns for 5 years | -3.41 | 41.34 | -8% |
| Returns for 10 years | 55.27 | 181.34 | 30% |
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