BIAPX vs. SCGRX
Compare and contrast key facts about BlackRock 80/20 Target Allocation Fund (BIAPX) and Franklin Multi-Asset Moderate Growth Fund (SCGRX).
BIAPX is managed by Blackrock. It was launched on Dec 20, 2006. SCGRX is managed by Franklin Templeton. It was launched on Feb 4, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAPX or SCGRX.
Correlation
The correlation between BIAPX and SCGRX is 0.92, 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.
Performance
BIAPX vs. SCGRX - Performance Comparison
Key characteristics
BIAPX:
0.07
SCGRX:
0.17
BIAPX:
0.21
SCGRX:
0.34
BIAPX:
1.03
SCGRX:
1.05
BIAPX:
0.06
SCGRX:
0.15
BIAPX:
0.20
SCGRX:
0.55
BIAPX:
6.08%
SCGRX:
4.63%
BIAPX:
16.66%
SCGRX:
15.03%
BIAPX:
-54.63%
SCGRX:
-47.11%
BIAPX:
-11.62%
SCGRX:
-9.26%
Returns By Period
In the year-to-date period, BIAPX achieves a -2.08% return, which is significantly higher than SCGRX's -2.34% return. Over the past 10 years, BIAPX has outperformed SCGRX with an annualized return of 4.27%, while SCGRX has yielded a comparatively lower 1.01% annualized return.
BIAPX
-2.08%
-1.44%
-8.53%
0.71%
8.00%
4.27%
SCGRX
-2.34%
-1.87%
-5.42%
2.43%
5.36%
1.01%
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BIAPX vs. SCGRX - Expense Ratio Comparison
BIAPX has a 0.10% expense ratio, which is lower than SCGRX's 0.43% expense ratio.
Risk-Adjusted Performance
BIAPX vs. SCGRX — Risk-Adjusted Performance Rank
BIAPX
SCGRX
BIAPX vs. SCGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 80/20 Target Allocation Fund (BIAPX) and Franklin Multi-Asset Moderate Growth Fund (SCGRX). 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.
Dividends
BIAPX vs. SCGRX - Dividend Comparison
BIAPX's dividend yield for the trailing twelve months is around 1.93%, more than SCGRX's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAPX BlackRock 80/20 Target Allocation Fund | 1.93% | 1.89% | 1.94% | 1.99% | 1.87% | 1.11% | 2.01% | 1.45% | 1.77% | 1.67% | 1.78% | 3.76% |
SCGRX Franklin Multi-Asset Moderate Growth Fund | 1.66% | 1.62% | 1.46% | 1.82% | 3.67% | 1.24% | 1.85% | 2.42% | 1.53% | 1.51% | 1.35% | 1.57% |
Drawdowns
BIAPX vs. SCGRX - Drawdown Comparison
The maximum BIAPX drawdown since its inception was -54.63%, which is greater than SCGRX's maximum drawdown of -47.11%. Use the drawdown chart below to compare losses from any high point for BIAPX and SCGRX. For additional features, visit the drawdowns tool.
Volatility
BIAPX vs. SCGRX - Volatility Comparison
BlackRock 80/20 Target Allocation Fund (BIAPX) has a higher volatility of 11.04% compared to Franklin Multi-Asset Moderate Growth Fund (SCGRX) at 10.33%. This indicates that BIAPX's price experiences larger fluctuations and is considered to be riskier than SCGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.