MVALX
Price
$43.08
Change
+$1.21 (+2.89%)
Updated
Aug 22 closing price
Net Assets
592.14M
NAESX
Price
$120.95
Change
+$3.55 (+3.02%)
Updated
Aug 22 closing price
Net Assets
154.18B
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MVALX vs NAESX

Header iconMVALX vs NAESX Comparison
Open Charts MVALX vs NAESXBanner chart's image
Meridian Contrarian Legacy
Price$43.08
Change+$1.21 (+2.89%)
VolumeN/A
Net Assets592.14M
Vanguard Small Cap Index I
Price$120.95
Change+$3.55 (+3.02%)
VolumeN/A
Net Assets154.18B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Aug 25, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. MVALX (592M). NAESX pays higher dividends than MVALX: NAESX (1.25) vs MVALX (0.43). MVALX was incepted earlier than NAESX: MVALX (32 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 : 13.88 vs. NAESX (11.17). NAESX return over 5 years is better than : 63.93 vs. MVALX (30.35).
MVALXNAESXMVALX / NAESX
Total Expense Ratio1.180.17694%
Annual Report Gross Expense Ratio1.180.17694%
Fund Existence32 years65 years-
Gain YTD12.3345.199237%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets592M154B0%
Annual Yield % from dividends0.431.2534%
Returns for 1 year13.8811.17124%
Returns for 3 years8.7829.8729%
Returns for 5 years30.3563.9347%
Returns for 10 years27.93141.5020%
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