Interact to see
Advertisement
Advertisement
MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$42.12
Change+$0.42 (+1.01%)
VolumeN/A
Net Assets585.78M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
MVALX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVALX vs. VSMAX commentary
Jul 06, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MVALX (586M). VSMAX pays higher dividends than MVALX: VSMAX (1.40) vs MVALX (0.44). MVALX was incepted earlier than VSMAX: MVALX (31 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 : 15.35 vs. VSMAX (12.25). VSMAX return over 5 years is better than : 69.54 vs. MVALX (37.96).
| 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 | 25 years | - |
| Gain YTD | 9.831 | 1.447 | 679% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 148B | 0% |
| Annual Yield % from dividends | 0.44 | 1.40 | 31% |
| Returns for 1 year | 15.35 | 12.25 | 125% |
| Returns for 3 years | 16.15 | 37.95 | 43% |
| Returns for 5 years | 37.96 | 69.54 | 55% |
| Returns for 10 years | 10.71 | 109.34 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement