Ad is loading...
MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets579.7M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MVALX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVALX vs. NAESX commentary
Jan 19, 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: 155B vs. MVALX (580M). NAESX pays higher dividends than MVALX: NAESX (1.31) vs MVALX (0.41). MVALX was incepted earlier than NAESX: MVALX (31 years) vs NAESX (64 years). MVALX is a more actively managed with annual turnover of: 54.00 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 : 21.23 vs. MVALX (10.72). NAESX return over 5 years is better than : 48.81 vs. MVALX (12.34).
| MVALX | NAESX | MVALX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 64 years | - |
| Gain YTD | 1.982 | 3.370 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 155B | 0% |
| Annual Yield % from dividends | 0.41 | 1.31 | 31% |
| Returns for 1 year | 10.72 | 21.23 | 51% |
| Returns for 3 years | -10.15 | 17.16 | -59% |
| Returns for 5 years | 12.34 | 48.81 | 25% |
| Returns for 10 years | 8.39 | 126.44 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers