MISIX vs. MVALX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and Meridian Contrarian Fund (MVALX).
MISIX is managed by Victory. MVALX is managed by Meridian. It was launched on Feb 10, 1994.
Performance
MISIX vs. MVALX - Performance Comparison
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MISIX vs. MVALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
MVALX Meridian Contrarian Fund | -2.28% | 17.43% | 9.73% | 12.40% | -16.67% | 26.66% | 23.75% | 23.66% | -7.85% | 24.88% |
Returns By Period
In the year-to-date period, MISIX achieves a -0.70% return, which is significantly higher than MVALX's -2.28% return. Over the past 10 years, MISIX has underperformed MVALX with an annualized return of 9.25%, while MVALX has yielded a comparatively higher 11.80% annualized return.
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
MVALX
- 1D
- -1.42%
- 1M
- -10.43%
- YTD
- -2.28%
- 6M
- -0.05%
- 1Y
- 24.18%
- 3Y*
- 10.26%
- 5Y*
- 5.58%
- 10Y*
- 11.80%
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MISIX vs. MVALX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is lower than MVALX's 1.12% expense ratio.
Return for Risk
MISIX vs. MVALX — Risk / Return Rank
MISIX
MVALX
MISIX vs. MVALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) and Meridian Contrarian Fund (MVALX). 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.
| MISIX | MVALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.93 | +1.04 |
Sortino ratioReturn per unit of downside risk | 2.54 | 1.44 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.19 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.57 | +0.67 |
Martin ratioReturn relative to average drawdown | 9.80 | 6.27 | +3.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MISIX | MVALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.93 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.28 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.56 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.58 | -0.26 |
Correlation
The correlation between MISIX and MVALX is 0.72, 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.
Dividends
MISIX vs. MVALX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 6.09%, less than MVALX's 13.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
MVALX Meridian Contrarian Fund | 13.11% | 12.81% | 4.26% | 5.45% | 11.45% | 14.16% | 4.93% | 7.94% | 25.52% | 10.53% | 0.52% | 16.76% |
Drawdowns
MISIX vs. MVALX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than MVALX's maximum drawdown of -50.65%. Use the drawdown chart below to compare losses from any high point for MISIX and MVALX.
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Drawdown Indicators
| MISIX | MVALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -50.65% | -16.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -14.19% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -24.80% | -12.89% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -42.06% | +0.24% |
Current DrawdownCurrent decline from peak | -13.84% | -11.53% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -7.15% | -9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 4.11% | -0.95% |
Volatility
MISIX vs. MVALX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) and Meridian Contrarian Fund (MVALX) have volatilities of 6.80% and 6.52%, 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.
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Volatility by Period
| MISIX | MVALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 6.52% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 14.00% | -2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 24.94% | -8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 20.52% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 21.30% | -3.52% |