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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$42.19
Change+$0.18 (+0.43%)
VolumeN/A
Net Assets583.99M
Vanguard Small Cap Index I
Price$117.31
Change+$0.64 (+0.55%)
VolumeN/A
Net Assets153.28B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Jul 11, 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MVALX (584M). NAESX pays higher dividends than MVALX: NAESX (1.28) vs MVALX (0.44). 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 (13.00). MVALX has a lower initial minimum investment than NAESX: MVALX (1000) vs NAESX (3000). MVALX annual gain was more profitable for investors over the last year : 13.62 vs. NAESX (12.02). NAESX return over 5 years is better than : 69.64 vs. MVALX (38.35).
| 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 | 9.544 | 1.476 | 647% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 153B | 0% |
| Annual Yield % from dividends | 0.44 | 1.28 | 34% |
| Returns for 1 year | 13.62 | 12.02 | 113% |
| Returns for 3 years | 15.43 | 37.72 | 41% |
| Returns for 5 years | 38.35 | 69.64 | 55% |
| Returns for 10 years | 9.90 | 106.46 | 9% |
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