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MVALX vs VSMAX
MVALX vs VSMAX Comparison
Open Charts MVALX vs VSMAX
Meridian Contrarian Legacy
Price$43.06
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets597.04M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
MVALX vs VSMAX Comparison Chart in %
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MVALX vs. VSMAX commentary
Jul 28, 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: 153B vs. MVALX (597M). 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 : 13.35 vs. VSMAX (8.49). VSMAX return over 5 years is better than : 66.87 vs. MVALX (37.04).
| 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 | 12.282 | 2.804 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 153B | 0% |
| Annual Yield % from dividends | 0.44 | 1.40 | 31% |
| Returns for 1 year | 13.35 | 8.49 | 157% |
| Returns for 3 years | 14.42 | 34.27 | 42% |
| Returns for 5 years | 37.04 | 66.87 | 55% |
| Returns for 10 years | 15.07 | 115.21 | 13% |
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