MVALX
Price
$33.74
Change
+$0.55 (+1.66%)
Updated
Apr 23 closing price
Net Assets
471.64M
NAESX
Price
$100.96
Change
+$1.49 (+1.50%)
Updated
Apr 23 closing price
Net Assets
143.36B
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MVALX vs NAESX

Header iconMVALX vs NAESX Comparison
Open Charts MVALX vs NAESXBanner chart's image
Meridian Contrarian Legacy
Price$33.74
Change+$0.55 (+1.66%)
VolumeN/A
Net Assets471.64M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
MVALX vs NAESX Comparison Chart
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MVALX vs. NAESX commentary
Apr 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: 143B vs. MVALX (472M). NAESX pays higher dividends than MVALX: NAESX (1.39) vs MVALX (0.51). 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 (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 : -3.88 vs. MVALX (-7.50). NAESX return over 5 years is better than : 69.04 vs. MVALX (25.94).
MVALXNAESXMVALX / NAESX
Total Expense Ratio1.180.17694%
Annual Report Gross Expense Ratio1.180.17694%
Fund Existence31 years65 years-
Gain YTD-13.455-13.54299%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets472M143B0%
Annual Yield % from dividends0.511.3936%
Returns for 1 year-7.50-3.88193%
Returns for 3 years-17.963.78-475%
Returns for 5 years25.9469.0438%
Returns for 10 years-16.5374.33-22%
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