BMCAX vs. CHASX
Compare and contrast key facts about BlackRock Advantage Large Cap Growth Fund (BMCAX) and Chase Growth Fund (CHASX).
BMCAX is managed by BlackRock. It was launched on Aug 26, 1986. CHASX is managed by Chase. It was launched on Dec 2, 1997.
Performance
BMCAX vs. CHASX - Performance Comparison
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BMCAX vs. CHASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | -7.06% | 21.40% | 32.28% | 39.38% | -30.37% | 26.61% | 31.89% | 33.39% | -2.87% | 22.57% |
CHASX Chase Growth Fund | 1.01% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
Returns By Period
In the year-to-date period, BMCAX achieves a -7.06% return, which is significantly lower than CHASX's 1.01% return. Over the past 10 years, BMCAX has underperformed CHASX with an annualized return of 15.64%, while CHASX has yielded a comparatively higher 17.66% annualized return.
BMCAX
- 1D
- 1.07%
- 1M
- -3.26%
- YTD
- -7.06%
- 6M
- -5.64%
- 1Y
- 22.57%
- 3Y*
- 22.43%
- 5Y*
- 12.27%
- 10Y*
- 15.64%
CHASX
- 1D
- 1.79%
- 1M
- -2.62%
- YTD
- 1.01%
- 6M
- 6.55%
- 1Y
- 32.00%
- 3Y*
- 32.72%
- 5Y*
- 18.41%
- 10Y*
- 17.66%
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BMCAX vs. CHASX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is lower than CHASX's 1.14% expense ratio.
Return for Risk
BMCAX vs. CHASX — Risk / Return Rank
BMCAX
CHASX
BMCAX vs. CHASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and Chase Growth Fund (CHASX). 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.
| BMCAX | CHASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.61 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.19 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.82 | -1.15 |
Martin ratioReturn relative to average drawdown | 5.61 | 11.66 | -6.05 |
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
| BMCAX | CHASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.61 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.92 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.90 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.59 | -0.14 |
Correlation
The correlation between BMCAX and CHASX is 0.85, 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
BMCAX vs. CHASX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 7.46%, less than CHASX's 9.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 7.46% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
CHASX Chase Growth Fund | 9.03% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
Drawdowns
BMCAX vs. CHASX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.55%, which is greater than CHASX's maximum drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for BMCAX and CHASX.
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Drawdown Indicators
| BMCAX | CHASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -45.94% | -12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -9.90% | -4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -24.63% | -9.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -30.40% | -3.44% |
Current DrawdownCurrent decline from peak | -10.57% | -4.83% | -5.74% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -9.20% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 2.94% | +1.44% |
Volatility
BMCAX vs. CHASX - Volatility Comparison
The current volatility for BlackRock Advantage Large Cap Growth Fund (BMCAX) is 6.88%, while Chase Growth Fund (CHASX) has a volatility of 7.73%. This indicates that BMCAX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMCAX | CHASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 7.73% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 14.09% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 21.03% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.37% | 20.08% | +1.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 19.77% | +1.30% |