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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$43.66
Change-$1.14 (-2.54%)
VolumeN/A
Net Assets606.19M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Nov 14, 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 (606M). NAESX pays higher dividends than MVALX: NAESX (1.22) vs MVALX (0.40). 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 : 10.35 vs. NAESX (1.42). NAESX return over 5 years is better than : 48.22 vs. MVALX (20.69).
| 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 | 16.819 | 6.726 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 606M | 162B | 0% |
| Annual Yield % from dividends | 0.40 | 1.22 | 32% |
| Returns for 1 year | 10.35 | 1.42 | 727% |
| Returns for 3 years | 13.92 | 33.14 | 42% |
| Returns for 5 years | 20.69 | 48.22 | 43% |
| Returns for 10 years | 25.01 | 137.58 | 18% |
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