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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$39.62
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets552.4M
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Jun 21, 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: 148B vs. MVALX (552M). NAESX pays higher dividends than MVALX: NAESX (1.35) vs MVALX (0.47). 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 : 8.50 vs. NAESX (6.37). NAESX return over 5 years is better than : 60.96 vs. MVALX (26.87).
| 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 | 3.312 | -3.668 | -90% |
| 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 | 1.35 | 35% |
| Returns for 1 year | 8.50 | 6.37 | 133% |
| Returns for 3 years | 11.23 | 35.56 | 32% |
| Returns for 5 years | 26.87 | 60.96 | 44% |
| Returns for 10 years | 0.91 | 92.61 | 1% |
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