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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$38.58
Change-$0.97 (-2.45%)
VolumeN/A
Net Assets564.57M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
MVALX vs NAESX Comparison Chart
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MVALX vs. NAESX commentary
Feb 23, 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: 161B vs. MVALX (565M). 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 : 11.22 vs. MVALX (6.38). NAESX return over 5 years is better than : 44.30 vs. MVALX (10.20).
| 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 | 0.600 | -0.321 | -187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 161B | 0% |
| Annual Yield % from dividends | 0.41 | 1.31 | 31% |
| Returns for 1 year | 6.38 | 11.22 | 57% |
| Returns for 3 years | -6.92 | 18.76 | -37% |
| Returns for 5 years | 10.20 | 44.30 | 23% |
| Returns for 10 years | 0.40 | 105.17 | 0% |
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