Interact to see
Advertisement
Advertisement
MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$39.50
Change-$0.64 (-1.59%)
VolumeN/A
Net Assets551.73M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
MVALX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVALX vs. VSMAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MVALX (552M). VSMAX pays higher dividends than MVALX: VSMAX (1.48) vs MVALX (0.47). 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 : 6.92 vs. VSMAX (5.22). VSMAX return over 5 years is better than : 63.38 vs. MVALX (30.08).
| 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 | 2.999 | -4.364 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 148B | 0% |
| Annual Yield % from dividends | 0.47 | 1.48 | 32% |
| Returns for 1 year | 6.92 | 5.22 | 132% |
| Returns for 3 years | 8.36 | 31.37 | 27% |
| Returns for 5 years | 30.08 | 63.38 | 47% |
| Returns for 10 years | 1.20 | 93.38 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZANX | 45.97 | -0.49 | -1.05% |
| Fidelity Advisor New Insights Z | |||
| SIPIX | 29.89 | -0.40 | -1.32% |
| SEI Mid-Cap I (SIMT) | |||
| PIIFX | 30.05 | -0.43 | -1.41% |
| Victory Pioneer International Equ A | |||
| MASKX | 23.13 | -0.43 | -1.83% |
| iShares Russell 2000 Small-Cap Idx Instl | |||
| CDOFX | 44.98 | -1.01 | -2.20% |
| Crawford Small Cap Dividend | |||