MVALX vs. FLQM
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. FLQM is a passively managed fund by Franklin Templeton that tracks the performance of the LibertyQ U.S. Mid Cap Equity Index. It was launched on Apr 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVALX or FLQM.
Correlation
The correlation between MVALX and FLQM is 0.79, 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. FLQM - Performance Comparison
Key characteristics
MVALX:
0.53
FLQM:
1.12
MVALX:
0.83
FLQM:
1.65
MVALX:
1.10
FLQM:
1.20
MVALX:
0.26
FLQM:
1.76
MVALX:
1.76
FLQM:
4.11
MVALX:
4.88%
FLQM:
3.39%
MVALX:
16.15%
FLQM:
12.50%
MVALX:
-62.36%
FLQM:
-37.26%
MVALX:
-25.11%
FLQM:
-4.80%
Returns By Period
In the year-to-date period, MVALX achieves a 3.13% return, which is significantly higher than FLQM's 2.63% return.
MVALX
3.13%
-0.48%
4.55%
9.68%
2.48%
0.31%
FLQM
2.63%
-1.80%
4.27%
13.53%
12.02%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MVALX vs. FLQM - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than FLQM's 0.30% expense ratio.
Risk-Adjusted Performance
MVALX vs. FLQM — Risk-Adjusted Performance Rank
MVALX
FLQM
MVALX vs. FLQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) and Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM). 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. FLQM - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 0.47%, less than FLQM's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | 0.47% | 0.49% | 0.46% | 0.00% | 0.00% | 2.25% | 0.89% | 1.58% | 0.01% | 0.03% | 0.07% | 0.22% |
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF | 1.25% | 1.28% | 1.27% | 1.33% | 1.05% | 1.09% | 1.36% | 1.45% | 1.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
MVALX vs. FLQM - Drawdown Comparison
The maximum MVALX drawdown since its inception was -62.36%, which is greater than FLQM's maximum drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for MVALX and FLQM. For additional features, visit the drawdowns tool.
Volatility
MVALX vs. FLQM - Volatility Comparison
Meridian Contrarian Fund (MVALX) has a higher volatility of 4.42% compared to Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) at 2.74%. This indicates that MVALX's price experiences larger fluctuations and is considered to be riskier than FLQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.