MVALX vs. MISIX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. MISIX is managed by Victory.
Performance
MVALX vs. MISIX - Performance Comparison
Loading graphics...
MVALX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | -2.28% | 17.43% | 9.73% | 12.40% | -16.67% | 26.66% | 23.75% | 23.66% | -7.85% | 24.88% |
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% |
Returns By Period
In the year-to-date period, MVALX achieves a -2.28% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, MVALX has outperformed MISIX with an annualized return of 11.80%, while MISIX has yielded a comparatively lower 9.25% annualized 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%
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%
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. MISIX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
MVALX vs. MISIX — Risk / Return Rank
MVALX
MISIX
MVALX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.97 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.54 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.39 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.24 | -0.67 |
Martin ratioReturn relative to average drawdown | 6.27 | 9.80 | -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. | |||
Loading graphics...
Sharpe Ratios by Period
| MVALX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.97 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.40 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.31 | +0.26 |
Correlation
The correlation between MVALX and MISIX 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
MVALX vs. MISIX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 13.11%, more than MISIX's 6.09% 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% |
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% |
Drawdowns
MVALX vs. MISIX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -50.65%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for MVALX and MISIX.
Loading graphics...
Drawdown Indicators
| MVALX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.65% | -67.61% | +16.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -13.84% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.80% | -37.69% | +12.89% |
Max Drawdown (10Y)Largest decline over 10 years | -42.06% | -41.82% | -0.24% |
Current DrawdownCurrent decline from peak | -11.53% | -13.84% | +2.31% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -16.99% | +9.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 3.16% | +0.95% |
Volatility
MVALX vs. MISIX - Volatility Comparison
Meridian Contrarian Fund (MVALX) and Victory Trivalent International Small-Cap Fund Class I (MISIX) have volatilities of 6.52% and 6.80%, 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.
Loading graphics...
Volatility by Period
| MVALX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 6.80% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.00% | 11.32% | +2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 16.62% | +8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.52% | 17.68% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 17.78% | +3.52% |