MVALX vs. FBGRX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Fidelity Blue Chip Growth Fund (FBGRX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVALX or FBGRX.
Correlation
The correlation between MVALX and FBGRX is 0.81, 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
MVALX vs. FBGRX - Performance Comparison
Key characteristics
MVALX:
0.57
FBGRX:
1.29
MVALX:
0.87
FBGRX:
1.76
MVALX:
1.11
FBGRX:
1.24
MVALX:
0.27
FBGRX:
1.78
MVALX:
1.91
FBGRX:
5.38
MVALX:
4.82%
FBGRX:
4.99%
MVALX:
16.22%
FBGRX:
20.85%
MVALX:
-62.36%
FBGRX:
-55.96%
MVALX:
-25.57%
FBGRX:
-0.64%
Returns By Period
In the year-to-date period, MVALX achieves a 2.50% return, which is significantly lower than FBGRX's 4.25% return. Over the past 10 years, MVALX has underperformed FBGRX with an annualized return of 0.33%, while FBGRX has yielded a comparatively higher 13.48% annualized return.
MVALX
2.50%
1.71%
4.02%
6.92%
2.36%
0.33%
FBGRX
4.25%
2.91%
10.07%
24.31%
14.88%
13.48%
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MVALX vs. FBGRX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
MVALX vs. FBGRX — Risk-Adjusted Performance Rank
MVALX
FBGRX
MVALX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
MVALX vs. FBGRX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 0.48%, more than FBGRX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | 0.48% | 0.49% | 0.46% | 0.00% | 0.00% | 2.25% | 0.89% | 1.58% | 0.01% | 0.03% | 0.07% | 0.22% |
FBGRX Fidelity Blue Chip Growth Fund | 0.22% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
MVALX vs. FBGRX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -62.36%, which is greater than FBGRX's maximum drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for MVALX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
MVALX vs. FBGRX - Volatility Comparison
The current volatility for Meridian Contrarian Fund (MVALX) is 4.68%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.43%. This indicates that MVALX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.