BMCAX vs. GXXIX
Compare and contrast key facts about BlackRock Advantage Large Cap Growth Fund (BMCAX) and abrdn U.S. Sustainable Leaders Fund (GXXIX).
BMCAX is managed by BlackRock. It was launched on Aug 26, 1986. GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000.
Performance
BMCAX vs. GXXIX - Performance Comparison
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BMCAX vs. GXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | -8.04% | 21.40% | 32.28% | 39.38% | -30.37% | 26.61% | 31.89% | 33.39% | -2.87% | 22.57% |
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Returns By Period
In the year-to-date period, BMCAX achieves a -8.04% return, which is significantly lower than GXXIX's -7.53% return. Over the past 10 years, BMCAX has outperformed GXXIX with an annualized return of 15.52%, while GXXIX has yielded a comparatively lower 13.33% annualized return.
BMCAX
- 1D
- 3.75%
- 1M
- -5.18%
- YTD
- -8.04%
- 6M
- -6.47%
- 1Y
- 22.41%
- 3Y*
- 21.99%
- 5Y*
- 12.04%
- 10Y*
- 15.52%
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
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BMCAX vs. GXXIX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is lower than GXXIX's 0.97% expense ratio.
Return for Risk
BMCAX vs. GXXIX — Risk / Return Rank
BMCAX
GXXIX
BMCAX vs. GXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and abrdn U.S. Sustainable Leaders Fund (GXXIX). 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 | GXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.19 | +0.85 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.40 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.31 | +1.29 |
Martin ratioReturn relative to average drawdown | 5.41 | 1.15 | +4.26 |
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 | GXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.19 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.34 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.56 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.60 | -0.16 |
Correlation
The correlation between BMCAX and GXXIX is 0.88, 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. GXXIX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 7.54%, more than GXXIX's 2.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 7.54% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
Drawdowns
BMCAX vs. GXXIX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.55%, which is greater than GXXIX's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for BMCAX and GXXIX.
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Drawdown Indicators
| BMCAX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -33.65% | -24.90% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -11.78% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -33.65% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.65% | -0.19% |
Current DrawdownCurrent decline from peak | -11.52% | -10.87% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -6.20% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 3.14% | +1.19% |
Volatility
BMCAX vs. GXXIX - Volatility Comparison
BlackRock Advantage Large Cap Growth Fund (BMCAX) has a higher volatility of 6.80% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.20%. This indicates that BMCAX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMCAX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 5.20% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 9.27% | +3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 16.73% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 27.78% | -6.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 23.72% | -2.65% |