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MVALX vs NAESX
MVALX vs NAESX Comparison
Open Charts MVALX vs NAESX
Meridian Contrarian Legacy
Price$42.12
Change+$0.42 (+1.01%)
VolumeN/A
Net Assets585.78M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
MVALX vs NAESX Comparison Chart in %
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MVALX 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 MVALX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MVALX (586M). 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 : 15.35 vs. NAESX (12.22). NAESX return over 5 years is better than : 69.32 vs. MVALX (37.96).
| 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 | 9.831 | 1.432 | 686% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 148B | 0% |
| Annual Yield % from dividends | 0.44 | 1.28 | 34% |
| Returns for 1 year | 15.35 | 12.22 | 126% |
| Returns for 3 years | 16.15 | 37.83 | 43% |
| Returns for 5 years | 37.96 | 69.32 | 55% |
| Returns for 10 years | 10.71 | 108.83 | 10% |