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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$44.16
Change-$0.43 (-0.96%)
VolumeN/A
Net Assets601.27M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
MVALX vs VSMAX Comparison Chart in %
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MVALX vs. VSMAX commentary
Oct 21, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. MVALX (601M). VSMAX pays higher dividends than MVALX: VSMAX (1.34) vs MVALX (0.41). 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: 45.00 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 : 12.02 vs. VSMAX (4.95). VSMAX return over 5 years is better than : 55.46 vs. MVALX (25.45).
| 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 | 15.150 | 5.599 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 162B | 0% |
| Annual Yield % from dividends | 0.41 | 1.34 | 31% |
| Returns for 1 year | 12.02 | 4.95 | 243% |
| Returns for 3 years | 21.47 | 42.02 | 51% |
| Returns for 5 years | 25.45 | 55.46 | 46% |
| Returns for 10 years | 22.25 | 130.86 | 17% |
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