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MFCIX vs NAESX
MFCIX vs NAESX Comparison
Open Charts MFCIX vs NAESX
Meridian Contrarian Investor
Price$41.56
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets585.78M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MFCIX vs NAESX Comparison Chart in %
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MFCIX vs. NAESX commentary
Jul 06, 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 MFCIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MFCIX (586M). NAESX pays higher dividends than MFCIX: NAESX (1.28) vs MFCIX (0.40). MFCIX was incepted earlier than NAESX: MFCIX (12 years) vs NAESX (65 years). MFCIX (1.21) is less costly to investors than NAESX (0.17). MFCIX is a more actively managed with annual turnover of: 58.00 vs. NAESX (13.00). MFCIX has a lower initial minimum investment than NAESX: MFCIX (2500) vs NAESX (3000). MFCIX annual gain was more profitable for investors over the last year : 15.24 vs. NAESX (12.22). NAESX return over 5 years is better than : 69.32 vs. MFCIX (37.11).
| MFCIX | NAESX | MFCIX / NAESX | |
| Total Expense Ratio | 1.21 | 0.17 | 712% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | 9.773 | 1.432 | 682% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 148B | 0% |
| Annual Yield % from dividends | 0.40 | 1.28 | 31% |
| Returns for 1 year | 15.24 | 12.22 | 125% |
| Returns for 3 years | 15.72 | 37.83 | 42% |
| Returns for 5 years | 37.11 | 69.32 | 54% |
| Returns for 10 years | 8.88 | 108.83 | 8% |
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