Meridian Growth Fund (MERDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MERDX
MERDX charges 0.85% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among MERDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | MERDX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | MERDX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | MERDX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | MERDX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | MERDX vs VISGX |
Best Risk-Adjusted Alternatives to MERDX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | MERDX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | MERDX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | MERDX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | MERDX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | MERDX vs HRSMX |
Top Performing MERDX Alternatives (YTD)
MERDX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | MERDX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | MERDX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | MERDX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | MERDX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | MERDX vs OBMCX |
Lowest Volatility Alternatives to MERDX
MERDX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | MERDX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | MERDX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | MERDX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | MERDX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | MERDX vs ETEGX |
Lowest Drawdown Alternatives to MERDX
MERDX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | MERDX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | MERDX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | MERDX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | MERDX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | MERDX vs CTSIX |
Other Mutual Funds from Meridian
Most popular Meridian mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Meridian Contrarian Fund | Mid Cap Blend Equities | 56 | -2.28% | Feb 10, 1994 | MERDX vs MVALX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.27% | Dec 16, 2013 | MERDX vs MISGX | |
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 15 | -1.60% | Jan 31, 2005 | MERDX vs MEIFX |
Often Compared With MERDX
What investors most often compare with MERDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | MERDX vs FCNTX | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | MERDX vs VFIAX | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | MERDX vs VB | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | MERDX vs VUG | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MERDX vs SPY | |
| Vanguard Small-Cap Growth ETF | Small Cap Growth Equities | 55 | 0.16% | Jan 26, 2004 | MERDX vs VBK | |
| iShares Morningstar U.S. Equity ETF | Large Cap Growth Equities | 62 | -4.57% | Jun 28, 2004 | MERDX vs ILCB | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MERDX vs VOO | |
| RMB Mendon Financial Services Fund | Financials Equities | 44 | -0.36% | Jun 7, 1999 | MERDX vs RMBKX | |
| Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 68 | -0.45% | Jul 1, 1970 | MERDX vs VWINX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | MERDX vs PNSAX |
Compare MERDX with Any Fund or Stock
Compare MERDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.