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 a closer substitute for your current allocation.
Cheapest Alternatives to MVALX
MVALX charges 1.12% annually. There are 93 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MVALX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | MVALX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MVALX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | MVALX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | MVALX vs VMCIX |
Best Risk-Adjusted Alternatives to MVALX
MVALX has a PortfoliosLab risk / return rank of 44. There are 74 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | MVALX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | MVALX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | MVALX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | MVALX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | MVALX vs FZAMX |
Top Performing MVALX Alternatives (YTD)
MVALX is at 16.52% YTD. There are 48 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | MVALX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | MVALX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | MVALX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | MVALX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | MVALX vs FZAMX |
Lowest Volatility Alternatives to MVALX
MVALX has 19.78% 1-year volatility. There are 112 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | MVALX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | MVALX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | MVALX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | MVALX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | MVALX vs RSINX |
Lowest Drawdown Alternatives to MVALX
MVALX has a 1-year max drawdown of -11.53%. There are 99 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | MVALX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | MVALX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | MVALX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | MVALX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | MVALX vs DNLDX |
Other Mutual Funds from Meridian
The 3 most viewed Meridian mutual funds shown here include MERDX, MEIFX, MISGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meridian Growth Fund | Small Cap Growth Equities | 6 | 7.16% | — | Aug 1984 | MVALX vs MERDX | |
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | 16 | 4.20% | — | Jan 2005 | MVALX vs MEIFX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 10 | 4.85% | — | Dec 2013 | MVALX vs MISGX |
Often Compared With MVALX
Investors most often compare MVALX with FBGRX, VVIAX, FSMD. These 20 comparison targets span 9 categories, 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.
Pair MVALX with funds that move differently
Meridian Contrarian Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVALX.
Explore MVALX Diversifiers