MVALX vs. FCNTX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Fidelity Contrafund Fund (FCNTX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVALX or FCNTX.
Correlation
The correlation between MVALX and FCNTX 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. FCNTX - Performance Comparison
Key characteristics
MVALX:
0.57
FCNTX:
1.68
MVALX:
0.87
FCNTX:
2.25
MVALX:
1.11
FCNTX:
1.30
MVALX:
0.27
FCNTX:
2.48
MVALX:
1.91
FCNTX:
8.64
MVALX:
4.82%
FCNTX:
3.13%
MVALX:
16.22%
FCNTX:
16.10%
MVALX:
-62.36%
FCNTX:
-48.74%
MVALX:
-25.57%
FCNTX:
-0.38%
Returns By Period
In the year-to-date period, MVALX achieves a 2.50% return, which is significantly lower than FCNTX's 7.37% return. Over the past 10 years, MVALX has underperformed FCNTX with an annualized return of 0.33%, while FCNTX has yielded a comparatively higher 14.03% annualized return.
MVALX
2.50%
1.71%
4.02%
6.92%
2.36%
0.33%
FCNTX
7.37%
4.93%
10.86%
24.51%
15.80%
14.03%
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MVALX vs. FCNTX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
MVALX vs. FCNTX — Risk-Adjusted Performance Rank
MVALX
FCNTX
MVALX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) 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.
Dividends
MVALX vs. FCNTX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 0.48%, more than FCNTX's 0.08% 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% |
FCNTX Fidelity Contrafund Fund | 0.08% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
MVALX vs. FCNTX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -62.36%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for MVALX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
MVALX vs. FCNTX - Volatility Comparison
Meridian Contrarian Fund (MVALX) has a higher volatility of 4.68% compared to Fidelity Contrafund Fund (FCNTX) at 4.30%. This indicates that MVALX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.