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MVALX vs VIMSX
MVALX vs VIMSX Comparison
Open Charts MVALX vs VIMSX
Meridian Contrarian Legacy
Price$42.22
Change-$2.29 (-5.14%)
VolumeN/A
Net Assets595.77M
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
MVALX vs VIMSX Comparison Chart in %
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MVALX vs. VIMSX commentary
Feb 04, 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 (1.37) vs MVALX (0.29). 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). MVALX annual gain was more profitable for investors over the last year : 9.04 vs. VIMSX (8.23). VIMSX return over 5 years is better than : 38.77 vs. MVALX (-5.38).
| 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 | 5.815 | 2.272 | 256% |
| 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 | 0.29 | 1.37 | 21% |
| Returns for 1 year | 9.04 | 8.23 | 110% |
| Returns for 3 years | 13.95 | 33.97 | 41% |
| Returns for 5 years | -5.38 | 38.77 | -14% |
| Returns for 10 years | 55.67 | 180.15 | 31% |
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