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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$43.06
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets597.04M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. MVALX (597M). NAESX pays higher dividends than MVALX: NAESX (1.28) vs MVALX (0.44). 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 (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 : 13.35 vs. NAESX (8.46). NAESX return over 5 years is better than : 66.66 vs. MVALX (37.04).
| MVALX | NAESX | MVALX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | 12.282 | 2.781 | 442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 153B | 0% |
| Annual Yield % from dividends | 0.44 | 1.28 | 34% |
| Returns for 1 year | 13.35 | 8.46 | 158% |
| Returns for 3 years | 14.42 | 34.15 | 42% |
| Returns for 5 years | 37.04 | 66.66 | 56% |
| Returns for 10 years | 15.07 | 114.71 | 13% |
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