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RFIMX vs. MISGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RFIMX vs. MISGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ranger Micro Cap Fund (RFIMX) and Meridian Small Cap Growth Fund (MISGX). The values are adjusted to include any dividend payments, if applicable.

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RFIMX vs. MISGX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RFIMX
Ranger Micro Cap Fund
0.96%1.99%11.52%9.14%-24.26%30.58%44.44%24.94%-0.56%
MISGX
Meridian Small Cap Growth Fund
-10.27%-1.28%13.89%14.02%-24.63%8.55%27.78%18.96%-1.39%

Returns By Period

In the year-to-date period, RFIMX achieves a 0.96% return, which is significantly higher than MISGX's -10.27% return.


RFIMX

1D
-1.07%
1M
-6.11%
YTD
0.96%
6M
1.71%
1Y
16.08%
3Y*
5.52%
5Y*
1.09%
10Y*

MISGX

1D
-0.91%
1M
-9.23%
YTD
-10.27%
6M
-9.44%
1Y
0.88%
3Y*
2.45%
5Y*
-2.69%
10Y*
7.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RFIMX vs. MISGX - Expense Ratio Comparison

RFIMX has a 1.51% expense ratio, which is higher than MISGX's 1.22% expense ratio.


Return for Risk

RFIMX vs. MISGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RFIMX
RFIMX Risk / Return Rank: 3333
Overall Rank
RFIMX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RFIMX Sortino Ratio Rank: 3333
Sortino Ratio Rank
RFIMX Omega Ratio Rank: 2626
Omega Ratio Rank
RFIMX Calmar Ratio Rank: 4040
Calmar Ratio Rank
RFIMX Martin Ratio Rank: 3434
Martin Ratio Rank

MISGX
MISGX Risk / Return Rank: 33
Overall Rank
MISGX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
MISGX Sortino Ratio Rank: 55
Sortino Ratio Rank
MISGX Omega Ratio Rank: 55
Omega Ratio Rank
MISGX Calmar Ratio Rank: 11
Calmar Ratio Rank
MISGX Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RFIMX vs. MISGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ranger Micro Cap Fund (RFIMX) and Meridian Small Cap Growth Fund (MISGX). 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.


RFIMXMISGXDifference

Sharpe ratio

Return per unit of total volatility

0.71

-0.06

+0.77

Sortino ratio

Return per unit of downside risk

1.15

0.08

+1.06

Omega ratio

Gain probability vs. loss probability

1.14

1.01

+0.13

Calmar ratio

Return relative to maximum drawdown

1.05

-0.61

+1.66

Martin ratio

Return relative to average drawdown

3.64

-1.62

+5.26

RFIMX vs. MISGX - Sharpe Ratio Comparison

The current RFIMX Sharpe Ratio is 0.71, which is higher than the MISGX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of RFIMX and MISGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RFIMXMISGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

-0.06

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.13

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

0.38

-0.38

Correlation

The correlation between RFIMX and MISGX is 0.83, 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

RFIMX vs. MISGX - Dividend Comparison

RFIMX's dividend yield for the trailing twelve months is around 1.31%, less than MISGX's 8.79% yield.


TTM20252024202320222021202020192018201720162015
RFIMX
Ranger Micro Cap Fund
1.31%1.33%0.00%0.77%47.82%71.79%0.00%0.00%0.36%0.00%0.00%0.00%
MISGX
Meridian Small Cap Growth Fund
8.79%7.89%3.76%0.00%14.39%33.08%1.96%5.78%12.50%4.18%0.00%1.62%

Drawdowns

RFIMX vs. MISGX - Drawdown Comparison

The maximum RFIMX drawdown since its inception was -99.41%, which is greater than MISGX's maximum drawdown of -41.11%. Use the drawdown chart below to compare losses from any high point for RFIMX and MISGX.


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Drawdown Indicators


RFIMXMISGXDifference

Max Drawdown

Largest peak-to-trough decline

-99.41%

-41.11%

-58.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.77%

-13.54%

+1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-99.41%

-37.70%

-61.71%

Max Drawdown (10Y)

Largest decline over 10 years

-41.11%

Current Drawdown

Current decline from peak

-99.24%

-21.64%

-77.60%

Average Drawdown

Average peak-to-trough decline

-27.70%

-11.27%

-16.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

9.45%

-6.04%

Volatility

RFIMX vs. MISGX - Volatility Comparison

Ranger Micro Cap Fund (RFIMX) has a higher volatility of 6.22% compared to Meridian Small Cap Growth Fund (MISGX) at 5.40%. This indicates that RFIMX's price experiences larger fluctuations and is considered to be riskier than MISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RFIMXMISGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.22%

5.40%

+0.82%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

12.40%

+1.21%

Volatility (1Y)

Calculated over the trailing 1-year period

22.27%

23.70%

-1.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8,947.93%

21.28%

+8,926.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7,425.82%

21.17%

+7,404.65%