MVALX vs. FTSIX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
MVALX vs. FTSIX - Performance Comparison
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MVALX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | -2.28% | 17.43% | 9.73% | 12.40% | -16.67% | 26.66% | 23.75% | 23.66% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, MVALX achieves a -2.28% return, which is significantly lower than FTSIX's 3.61% return.
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%
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
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MVALX vs. FTSIX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
MVALX vs. FTSIX — Risk / Return Rank
MVALX
FTSIX
MVALX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). 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.
| MVALX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.80 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.27 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.06 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.27 | 4.30 | +1.96 |
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
| MVALX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.80 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.27 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.51 | +0.06 |
Correlation
The correlation between MVALX and FTSIX is 0.89, 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
MVALX vs. FTSIX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 13.11%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MVALX vs. FTSIX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -50.65%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for MVALX and FTSIX.
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Drawdown Indicators
| MVALX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.65% | -42.12% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -13.29% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.80% | -27.57% | +2.77% |
Max Drawdown (10Y)Largest decline over 10 years | -42.06% | — | — |
Current DrawdownCurrent decline from peak | -11.53% | -6.80% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -7.80% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 3.27% | +0.84% |
Volatility
MVALX vs. FTSIX - Volatility Comparison
Meridian Contrarian Fund (MVALX) has a higher volatility of 6.52% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.08%. This indicates that MVALX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVALX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 5.08% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.00% | 11.04% | +2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 20.05% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 19.10% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 23.47% | -2.17% |