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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$43.08
Change+$0.14 (+0.33%)
VolumeN/A
Net Assets588.71M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
MVALX vs NAESX Comparison Chart in %
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MVALX vs. NAESX commentary
Sep 09, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. MVALX (589M). NAESX pays higher dividends than MVALX: NAESX (1.20) vs MVALX (0.42). 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: 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 : 18.23 vs. NAESX (15.53). NAESX return over 5 years is better than : 68.06 vs. MVALX (30.23).
| 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 | 12.334 | 6.625 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.20 | 35% |
| Returns for 1 year | 18.23 | 15.53 | 117% |
| Returns for 3 years | 10.13 | 32.39 | 31% |
| Returns for 5 years | 30.23 | 68.06 | 44% |
| Returns for 10 years | 22.02 | 133.63 | 16% |
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