MISGX vs. VXF
Compare and contrast key facts about Meridian Small Cap Growth Fund (MISGX) and Vanguard Extended Market ETF (VXF).
MISGX is managed by Meridian. It was launched on Dec 16, 2013. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MISGX or VXF.
Correlation
The correlation between MISGX and VXF is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MISGX vs. VXF - Performance Comparison
Key characteristics
MISGX:
0.68
VXF:
1.23
MISGX:
1.08
VXF:
1.77
MISGX:
1.13
VXF:
1.22
MISGX:
0.23
VXF:
1.32
MISGX:
3.35
VXF:
5.83
MISGX:
3.50%
VXF:
3.71%
MISGX:
17.17%
VXF:
17.52%
MISGX:
-59.65%
VXF:
-58.04%
MISGX:
-43.13%
VXF:
-2.93%
Returns By Period
In the year-to-date period, MISGX achieves a 3.09% return, which is significantly lower than VXF's 5.52% return. Over the past 10 years, MISGX has underperformed VXF with an annualized return of 1.00%, while VXF has yielded a comparatively higher 9.60% annualized return.
MISGX
3.09%
1.78%
7.28%
10.57%
-2.88%
1.00%
VXF
5.52%
1.54%
15.49%
20.80%
9.98%
9.60%
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MISGX vs. VXF - Expense Ratio Comparison
MISGX has a 1.22% expense ratio, which is higher than VXF's 0.06% expense ratio.
Risk-Adjusted Performance
MISGX vs. VXF — Risk-Adjusted Performance Rank
MISGX
VXF
MISGX vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Small Cap Growth Fund (MISGX) and Vanguard Extended Market ETF (VXF). 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.
Dividends
MISGX vs. VXF - Dividend Comparison
MISGX has not paid dividends to shareholders, while VXF's dividend yield for the trailing twelve months is around 1.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISGX Meridian Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXF Vanguard Extended Market ETF | 1.04% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
Drawdowns
MISGX vs. VXF - Drawdown Comparison
The maximum MISGX drawdown since its inception was -59.65%, roughly equal to the maximum VXF drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for MISGX and VXF. For additional features, visit the drawdowns tool.
Volatility
MISGX vs. VXF - Volatility Comparison
Meridian Small Cap Growth Fund (MISGX) and Vanguard Extended Market ETF (VXF) have volatilities of 3.63% and 3.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.