Correlation
The correlation between MVALX and VFIAX 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.
MVALX vs. VFIAX
Compare and contrast key facts about Meridian Contrarian Fund (MVALX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MVALX is managed by Meridian. It was launched on Feb 10, 1994. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVALX or VFIAX.
Performance
MVALX vs. VFIAX - Performance Comparison
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Key characteristics
MVALX:
0.28
VFIAX:
0.59
MVALX:
0.42
VFIAX:
0.88
MVALX:
1.05
VFIAX:
1.13
MVALX:
0.17
VFIAX:
0.56
MVALX:
0.55
VFIAX:
2.13
MVALX:
7.72%
VFIAX:
4.91%
MVALX:
22.74%
VFIAX:
19.70%
MVALX:
-50.15%
VFIAX:
-55.20%
MVALX:
-8.67%
VFIAX:
-5.22%
Returns By Period
In the year-to-date period, MVALX achieves a -2.11% return, which is significantly lower than VFIAX's -0.84% return. Over the past 10 years, MVALX has underperformed VFIAX with an annualized return of 9.18%, while VFIAX has yielded a comparatively higher 12.62% annualized return.
MVALX
-2.11%
8.47%
-7.26%
5.30%
6.42%
13.06%
9.18%
VFIAX
-0.84%
5.15%
-2.16%
10.82%
15.46%
16.15%
12.62%
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MVALX vs. VFIAX - Expense Ratio Comparison
MVALX has a 1.12% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
MVALX vs. VFIAX — Risk-Adjusted Performance Rank
MVALX
VFIAX
MVALX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Contrarian Fund (MVALX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
MVALX vs. VFIAX - Dividend Comparison
MVALX's dividend yield for the trailing twelve months is around 4.35%, more than VFIAX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVALX Meridian Contrarian Fund | 4.35% | 4.26% | 5.45% | 11.45% | 14.16% | 4.93% | 7.94% | 25.52% | 10.53% | 0.52% | 16.76% | 19.94% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.30% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MVALX vs. VFIAX - Drawdown Comparison
The maximum MVALX drawdown since its inception was -50.15%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MVALX and VFIAX.
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Volatility
MVALX vs. VFIAX - Volatility Comparison
Meridian Contrarian Fund (MVALX) has a higher volatility of 5.24% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.37%. This indicates that MVALX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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