Meridian Trarian Competition

MVALX Fund

USD 39.33 -0.72 -1.80%

The fund is listed under the Small Blend category and is part of the Meridian family. Peers for Meridian Trarian include MERIDIAN CONTRARIAN, Western Asset, DREYFUS INTERMEDIATE, ENVIRONMENT AND, and BlackRock Utility and others in the group. The peer set adds context for comparison. The information is sourced from company financial filings. The dataset reflects available inputs without directional implication. Comparative scoring shows how Meridian Trarian ranks on profitability, leverage, and momentum. Peer comparison for Meridian Trarian provides quick context alongside deeper valuation data. Peer analytics show where Meridian Trarian is positioned in the broader competitive field.

Meridian Trarian and THRIVENT HIGH Correlation Summary

Very poor diversification

Across the chosen horizon, MVALX and LBHIX show a correlation of 0.82 and fall into the Very poor diversification bucket. Used correctly, the chart supports evaluation of whether adding the second position genuinely diversifies the first.

Moving together with Meridian Mutual Fund

0.61

MRCGX

Meridian Growth

Pair Corr

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The mean reversion effect in Meridian Trarian is stronger when the initial deviation was driven by sentiment rather than fundamental change. Identifying the root cause of Meridian Trarian's price dislocation is essential before acting.

Hype

Prediction

Low	Estimated	High
38.59	39.80	41.01

Details

Intrinsic

Valuation

Low	Real	High
35.40	43.64	44.85

Details

Naive

Forecast

Low	Next	High
36.89	38.10	39.30

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
39.82	42.27	44.72

Details

Competitive positioning is a critical dimension of Meridian Trarian analysis. Understanding where Meridian Trarian stands relative to its peers on returns, growth, and valuation supports assessment of whether its advantage is sustainable.

Meridian Trarian Competition Correlation Matrix

Correlation analysis between Meridian Trarian Fund and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. The current classification points to the Small Blend category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	MFCIX	EMD	DITEX	FSLEX	BUI	FOSCX	FOSBX	GOLDX	GLDIX	LBHIX
MFCIX		0.57	0.7	0.67	0.56	0.73	0.73	0.72	0.72	0.82	MFCIX
EMD	0.57		0.69	0.89	0.5	0.78	0.78	0.63	0.63	0.73	EMD
DITEX	0.7	0.69		0.84	0.9	0.89	0.89	0.81	0.81	0.86	DITEX
FSLEX	0.67	0.89	0.84		0.73	0.9	0.9	0.79	0.79	0.81	FSLEX
BUI	0.56	0.5	0.9	0.73		0.75	0.75	0.8	0.8	0.69	BUI
FOSCX	0.73	0.78	0.89	0.9	0.75		1.0	0.79	0.79	0.86	FOSCX
FOSBX	0.73	0.78	0.89	0.9	0.75	1.0		0.79	0.79	0.86	FOSBX
GOLDX	0.72	0.63	0.81	0.79	0.8	0.79	0.79		1.0	0.75	GOLDX
GLDIX	0.72	0.63	0.81	0.79	0.8	0.79	0.79	1.0		0.75	GLDIX
LBHIX	0.82	0.73	0.86	0.81	0.69	0.86	0.86	0.75	0.75		LBHIX
	MFCIX	EMD	DITEX	FSLEX	BUI	FOSCX	FOSBX	GOLDX	GLDIX	LBHIX

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Risk-Adjusted Indicators

Meridian Trarian Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Meridian Trarian's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MFCIX	1.19	0.33	0.22	0.13	1.13	-1.39	1.63	-1.96	18.04
EMD	0.63	-0.03	0.00	-0.17	0.00	0.00	1.25	-1.81	3.41
DITEX	0.08	0.00	0.29	-0.20	0.14	-0.12	0.23	-0.31	0.70
FSLEX	0.82	0.05	0.00	-0.05	0.00	0.00	1.25	-2.16	5.22
BUI	0.91	0.09	0.11	-0.79	1.70	-0.82	1.80	-2.06	10.52
FOSCX	0.78	0.10	0.08	-0.01	1.07	-0.74	1.74	-1.70	5.30
FOSBX	0.78	0.10	0.08	0.00	1.08	-0.74	1.77	-1.70	5.34
GOLDX	2.46	0.09	0.00	-0.03	0.00	0.00	4.53	-6.55	18.06
GLDIX	2.46	0.09	0.00	-0.03	0.00	0.00	4.52	-6.55	18.06
LBHIX	0.12	0.00	0.00	-0.13	0.00	0.00	0.23	-0.29	0.94

Meridian Trarian Competitive Analysis

A side-by-side look at Meridian Trarian, BlackRock Utility highlights where each mutual fund leads or lags. Meridian Trarian enters the comparison at 40. Meridian Trarian is dwarfed by BlackRock Utility on market cap at 643.5 M versus 40.

Better Than Average

Worse Than Peers

View Performance Chart

	MVALX	MFCIX	EMD	DITEX	FSLEX	BUI	FOSCX	FOSBX	GOLDX	GLDIX
	1.80 39.33 Meridian	1.80 38.76 MERIDIAN	2.34 10.03 Western	0.55 12.76 DREYFUS	2.30 46.36 ENVIRONMENT	1.71 25.79 BlackRock	1.51 28.05 SMALL	1.54 28.22 SMALL	3.80 43.32 GABELLI	3.78 44.56 GABELLI
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Soft	Weak	Soft	Weak	Soft	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Tiny	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Strong Sell	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Hold	Hold	Hold	Cautious Hold	Strong Hold	Strong Hold	Hold	Hold
Net Asset	602.1 M	602.1 M	N/A	360.4 M	644.82 M	591.85 M	603.36 M	603.36 M	1.03 B	1.03 B
EBITDA	N/A	N/A	N/A	N/A	N/A	103.51 M	N/A	N/A	N/A	N/A
Price To Book	2.52	2.22	0.6	N/A	2.86	1.1	2.3	2.12	1.76	1.76
Five Year Return	5.45	5.41	3.71	1.0	10.07	6.54	4.75	4.98	27.11	27.65
Retained Earnings	N/A	N/A	24.75 M	N/A	N/A	181.55 M	N/A	N/A	N/A	N/A
One Year Return	29.6	29.54	13.33	5.0	33.26	N/A	8.67	8.87	100.0	100.0
Beta	N/A	N/A	0.82	N/A	N/A	0.53	N/A	N/A	N/A	N/A
Cash Position Weight	2.62	9.31	N/A	0.62	1.07	N/A	1.35	2.55	0.18	1.21
Equity Positions Weight	97.38	90.33	N/A	N/A	98.93	N/A	98.65	97.45	99.74	98.79
Shares Outstanding	N/A	N/A	60.75 M	N/A	N/A	24.52 M	N/A	N/A	N/A	N/A
Three Year Return	13.47	13.44	14.32	3.52	21.17	N/A	7.89	8.12	54.21	54.43
Cash Flow From Operations	N/A	N/A	137.8 M	N/A	N/A	-6.6 M	N/A	N/A	N/A	N/A
Annual Yield	0.0028	0.0023	0.0075	0.028	0.0035	0.0622	0.0023	0.0055	0.0537	0.0534
Total Debt	N/A	N/A	276.71 M	N/A	N/A	10.16 K	N/A	N/A	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	99.38	N/A	N/A	N/A	N/A	N/A	N/A
Number Of Shares Shorted	N/A	N/A	26.6 K	N/A	N/A	416.07 K	N/A	N/A	N/A	N/A
Minimum Initial Investment	1 K	N/A	N/A	2.5 K	N/A	N/A	N/A	5 M	N/A	500 K
Total Asset	592.04 M	7.12 M	371.74 M	360.4 M	644.82 M	591.85 M	36.77 M	566.59 M	368.01 M	548.81 M
Last Dividend Paid	0.94	0.91	0.96	0.02	0.02	N/A	0.01	0.1	0.35	0.4
Short Ratio	N/A	N/A	0.13	N/A	N/A	7.26	N/A	N/A	N/A	N/A
Shares Owned By Institutions	N/A	N/A	41.03	N/A	N/A	17.85	N/A	N/A	N/A	N/A
Market Capitalization	N/A	N/A	607.46 M	N/A	N/A	643.47 M	N/A	N/A	N/A	N/A
Price To Earning	22.56	20.77	11.88	17.98	16.76	5.48	20.9	20.27	27.33	27.33
Price To Sales	1.64	1.4	8.39	N/A	1.19	6.21	1.5	1.44	3.12	3.12
Net Income	N/A	N/A	-227.98 M	N/A	N/A	103.51 M	N/A	N/A	N/A	N/A
Earnings Per Share	N/A	N/A	0.78	N/A	N/A	4.5	N/A	N/A	N/A	N/A
Year To Date Return	0.83	0.81	0.78	0.74	0.0846	N/A	4.25	4.26	10.39	9.86
Revenue	N/A	N/A	66.89 M	N/A	N/A	111.59 M	N/A	N/A	N/A	N/A
Ten Year Return	10.64	10.52	N/A	3.39	8.09	N/A	7.54	7.77	-0.41	-0.16
Day Typical Price	39.33	38.76	10.1	12.76	46.36	25.96	28.05	28.22	43.32	44.56
Accumulation Distribution	N/A	N/A	3987.72	N/A	N/A	3038.72	N/A	N/A	N/A	N/A
Daily Balance Of Power	N/A	N/A	-1.00	N/A	N/A	-0.78	N/A	N/A	N/A	N/A
Period Momentum Indicator	-0.72	-0.71	-0.24	-0.07	-1.09	-0.45	-0.43	-0.44	-1.71	-1.75
Rate Of Daily Change	0.98	0.98	0.98	0.99	0.98	0.98	0.98	0.98	0.96	0.96
Day Median Price	39.33	38.76	10.13	12.76	46.36	26.05	28.05	28.22	43.32	44.56
Price Action Indicator	-0.36	-0.36	-0.22	-0.04	-0.55	-0.49	-0.21	-0.22	-0.86	-0.87
Coefficient Of Variation	1151.93	1147.32	-1,493	3911.17	-2,224	1205.09	24649.85	21732.44	-11,263	-11,687
Mean Deviation	1.19	1.19	0.629	0.0844	0.8157	0.9139	0.7809	0.784	2.46	2.46
Jensen Alpha	0.3239	0.3275	-0.03	-0.0032	0.0476	0.0937	0.0976	0.0987	0.0888	0.0898
Total Risk Alpha	0.4587	0.4654	0.0363	0.0113	0.0724	0.2798	0.1212	0.1223	0.3747	0.3759
Sortino Ratio	0.2184	0.2204	N/A	0.2892	N/A	0.1106	0.0845	0.0834	N/A	N/A
Downside Variance	1.68	1.68	N/A	0.1012	N/A	3.44	1.2	1.25	N/A	N/A
Standard Deviation	2.24	2.27	0.8329	0.1435	1.06	1.41	1.04	1.04	3.38	3.38
Kurtosis	32.51	33.1	0.3746	4.22	0.2686	6.24	0.5266	0.528	1.08	1.08
Potential Upside	1.63	1.63	1.25	0.2302	1.25	1.8	1.74	1.77	4.53	4.52
Treynor Ratio	0.1299	0.1318	-0.17	-0.20	-0.05	-0.79	-0.01	-0.0049	-0.03	-0.03
Maximum Drawdown	17.79	18.04	3.41	0.6958	5.22	10.52	5.3	5.34	18.06	18.06
Variance	5.01	5.14	0.6937	0.0206	1.13	1.99	1.07	1.08	11.45	11.45
Market Risk Adjusted Performance	0.1399	0.1418	-0.16	-0.19	-0.04	-0.78	0.0045	0.0051	-0.02	-0.02
Risk Adjusted Performance	0.0761	0.0764	-0.05	-0.03	-0.03	0.0709	0.0055	0.006	5.0E-4	8.0E-4
Skewness	4.83	4.9	-0.59	-1.66	-0.43	-1.09	0.1225	0.1278	-0.84	-0.84
Semi Deviation	1.15	1.13	N/A	0.1359	N/A	1.7	1.07	1.08	N/A	N/A
Information Ratio	0.1263	0.1261	0.0391	0.6414	0.0383	0.1456	0.0893	0.0895	0.0172	0.0175
Value At Risk	-1.93	-1.96	-1.81	-0.31	-2.16	-2.06	-1.70	-1.70	-6.55	-6.55
Expected Short fall	-1.38	-1.39	N/A	-0.12	N/A	-0.82	-0.74	-0.74	N/A	N/A
Downside Deviation	1.29	1.3	N/A	0.3181	N/A	1.86	1.09	1.12	N/A	N/A
Semi Variance	1.32	1.28	N/A	0.0185	N/A	2.89	1.15	1.16	N/A	N/A

Meridian Trarian Competition Peer Performance Charts

How to Analyze Meridian Trarian Against Peers

Meridian Trarian's peer analysis compares Meridian Trarian with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Meridian Trarian trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Meridian Trarian leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Relative analysis for Meridian Trarian helps answer whether its current valuation premium or discount versus peers is justified by fundamentals. Analyst coverage and consensus comparison across Meridian Trarian's peers shows where market attention is concentrated. Divergence between Meridian Trarian and its peers often has a fundamental explanation worth investigating. Comparative analysis works best when peers share business drivers, cycle exposure, and capital structure characteristics.

Unless otherwise specified, data for Meridian Trarian Fund is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

Last reviewed on March 12th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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Meridian Trarian Competition

Meridian Trarian and THRIVENT HIGH Correlation Summary

Moving together with Meridian Mutual Fund

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Meridian Trarian Competition Correlation Matrix

Risk-Adjusted Indicators

Meridian Trarian Competitive Analysis

Meridian Trarian Competition Peer Performance Charts

How to Analyze Meridian Trarian Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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