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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$44.16
Change-$0.43 (-0.96%)
VolumeN/A
Net Assets601.27M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Oct 21, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. MVALX (601M). NAESX pays higher dividends than MVALX: NAESX (1.23) vs MVALX (0.41). 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: 45.00 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 : 12.02 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. MVALX (25.45).
| MVALX | NAESX | MVALX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 15.150 | 5.577 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 162B | 0% |
| Annual Yield % from dividends | 0.41 | 1.23 | 33% |
| Returns for 1 year | 12.02 | 4.92 | 244% |
| Returns for 3 years | 21.47 | 41.91 | 51% |
| Returns for 5 years | 25.45 | 55.28 | 46% |
| Returns for 10 years | 22.25 | 130.16 | 17% |
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