MERDX vs. FCNTX

In the year-to-date period, MERDX achieves a -11.14% return, which is significantly lower than FCNTX's -4.42% return. Over the past 10 years, MERDX has underperformed FCNTX with an annualized return of -1.37%, while FCNTX has yielded a comparatively higher 12.58% annualized return.

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MERDX has a 0.85% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) and Fidelity Contrafund Fund (FCNTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MERDX Sharpe Ratio is -0.12, which is lower than the FCNTX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of MERDX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MERDX has not paid dividends to shareholders, while FCNTX's dividend yield for the trailing twelve months is around 0.06%.

The maximum MERDX drawdown since its inception was -53.22%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for MERDX and FCNTX. For additional features, visit the drawdowns tool.

The current volatility for Meridian Growth Fund (MERDX) is 13.83%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 14.63%. This indicates that MERDX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.