Meridian Contrarian Fund (MVALX) Alternatives
Meridian Contrarian Fund (MVALX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MVALX. 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 MVALX
MVALX charges 1.12% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among MVALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | MVALX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | MVALX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | MVALX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | MVALX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | MVALX vs VEMPX |
Best Risk-Adjusted Alternatives to MVALX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | MVALX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | MVALX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | MVALX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | MVALX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | MVALX vs BIGTX |
Top Performing MVALX Alternatives (YTD)
MVALX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | MVALX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | MVALX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | MVALX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | MVALX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | MVALX vs FTSIX |
Lowest Volatility Alternatives to MVALX
MVALX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | MVALX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | MVALX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | MVALX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | MVALX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | MVALX vs GABVX |
Lowest Drawdown Alternatives to MVALX
MVALX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | MVALX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | MVALX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | MVALX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | MVALX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | MVALX vs KMVAX |
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 Growth Fund | Small Cap Growth Equities | 2 | -10.55% | Aug 1, 1984 | MVALX vs MERDX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.27% | Dec 16, 2013 | MVALX vs MISGX | |
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 15 | -1.60% | Jan 31, 2005 | MVALX vs MEIFX |
Often Compared With MVALX
What investors most often compare with MVALX, based on PortfoliosLab usage data.
Compare MVALX with Any Fund or Stock
Compare MVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.