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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$33.60
Change-$2.42 (-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
MVALX vs NAESX Comparison Chart
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MVALX 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 MVALX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MVALX (517M). NAESX pays higher dividends than MVALX: NAESX (1.39) vs MVALX (0.51). MVALX was incepted earlier than NAESX: MVALX (31 years) vs NAESX (65 years). MVALX (1.18) is less costly to investors than NAESX (0.17). MVALX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). MVALX has a lower initial minimum investment than NAESX: MVALX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. MVALX (-4.76). NAESX return over 5 years is better than : 115.68 vs. MVALX (63.65).
| MVALX | NAESX | MVALX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -6.076 | -5.833 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 153B | 0% |
| Annual Yield % from dividends | 0.51 | 1.39 | 36% |
| Returns for 1 year | -4.76 | 1.18 | -405% |
| Returns for 3 years | -16.24 | 6.44 | -252% |
| Returns for 5 years | 63.65 | 115.68 | 55% |
| Returns for 10 years | -7.70 | 90.61 | -8% |
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