Meridian Growth Fund (MERDX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MERDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MERDX
MERDX charges 0.85% annually. There are 27 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | MERDX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | MERDX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | MERDX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | MERDX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | MERDX vs VISGX |
Best Risk-Adjusted Alternatives to MERDX
MERDX has a PortfoliosLab risk / return rank of 4. There are 142 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | MERDX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | MERDX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | MERDX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | MERDX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | MERDX vs NEAIX |
Top Performing MERDX Alternatives (YTD)
MERDX is at 6.62% YTD. There are 148 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | MERDX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | MERDX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | MERDX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | MERDX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | MERDX vs OBMCX |
Lowest Volatility Alternatives to MERDX
MERDX has 17.92% 1-year volatility. There are 27 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | MERDX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | MERDX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | MERDX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | MERDX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | MERDX vs NBGNX |
Lowest Drawdown Alternatives to MERDX
MERDX has a 1-year max drawdown of -14.07%. There are 104 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | MERDX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | MERDX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | MERDX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | MERDX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | MERDX vs RFIMX |
Other Mutual Funds from Meridian
The 3 most viewed Meridian mutual funds shown here include MEIFX, MVALX, MISGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 16 | 5.58% | — | Jan 2005 | MERDX vs MEIFX | |
| Meridian Contrarian Fund | Mid Cap Blend Equities | 38 | 16.42% | — | Feb 1994 | MERDX vs MVALX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 16 | 9.37% | — | Dec 2013 | MERDX vs MISGX |
Often Compared With MERDX
Investors most often compare MERDX with VBK, FCNTX, ILCB. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MERDX with Any Fund or Stock
Compare MERDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MERDX with funds that move differently
Meridian Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MERDX.
Explore MERDX Diversifiers