BDJ vs. BDMIX
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
BDJ is managed by BlackRock. It was launched on Aug 30, 2005. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
BDJ vs. BDMIX - Performance Comparison
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BDJ vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, BDJ achieves a -5.83% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, BDJ has outperformed BDMIX with an annualized return of 9.93%, while BDMIX has yielded a comparatively lower 7.29% annualized return.
BDJ
- 1D
- 1.51%
- 1M
- -8.69%
- YTD
- -5.83%
- 6M
- 1.12%
- 1Y
- 11.53%
- 3Y*
- 10.07%
- 5Y*
- 7.81%
- 10Y*
- 9.93%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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BDJ vs. BDMIX - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
BDJ vs. BDMIX — Risk / Return Rank
BDJ
BDMIX
BDJ vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| BDJ | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 2.55 | -1.86 |
Sortino ratioReturn per unit of downside risk | 1.04 | 3.73 | -2.70 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.48 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 5.14 | -4.16 |
Martin ratioReturn relative to average drawdown | 3.62 | 14.25 | -10.63 |
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
| BDJ | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 2.55 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 1.76 | -1.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 1.27 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.15 | -0.85 |
Correlation
The correlation between BDJ and BDMIX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BDJ vs. BDMIX - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 9.78%, more than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | 9.78% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
BDJ vs. BDMIX - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.46%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for BDJ and BDMIX.
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Drawdown Indicators
| BDJ | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.46% | -11.89% | -47.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -3.60% | -8.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -7.45% | -13.94% |
Max Drawdown (10Y)Largest decline over 10 years | -48.14% | -9.44% | -38.70% |
Current DrawdownCurrent decline from peak | -9.16% | -0.13% | -9.03% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -2.71% | -6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 1.30% | +1.99% |
Volatility
BDJ vs. BDMIX - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) has a higher volatility of 5.62% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that BDJ's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDJ | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 1.72% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 4.78% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 6.93% | +9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 6.51% | +9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 5.77% | +12.61% |