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MFCIX vs NAESX
MFCIX vs NAESX Comparison
Open Charts MFCIX vs NAESX
Meridian Contrarian Investor
Price$33.16
Change-$2.39 (-6.72%)
VolumeN/A
Net Assets517.48M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
MFCIX vs NAESX Comparison Chart
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MFCIX vs. NAESX commentary
Apr 04, 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 MFCIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MFCIX (517M). NAESX pays higher dividends than MFCIX: NAESX (1.39) vs MFCIX (0.46). MFCIX was incepted earlier than NAESX: MFCIX (11 years) vs NAESX (65 years). MFCIX (1.21) is less costly to investors than NAESX (0.17). MFCIX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). MFCIX has a lower initial minimum investment than NAESX: MFCIX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. MFCIX (-4.84). NAESX return over 5 years is better than : 115.68 vs. MFCIX (62.62).
| MFCIX | NAESX | MFCIX / NAESX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | -6.101 | -5.833 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 153B | 0% |
| Annual Yield % from dividends | 0.46 | 1.39 | 33% |
| Returns for 1 year | -4.84 | 1.18 | -412% |
| Returns for 3 years | -16.52 | 6.44 | -256% |
| Returns for 5 years | 62.62 | 115.68 | 54% |
| Returns for 10 years | -9.27 | 90.61 | -10% |
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