BMCAX vs. VIGAX
Compare and contrast key facts about BlackRock Advantage Large Cap Growth Fund (BMCAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
BMCAX is managed by Blackrock. It was launched on Aug 26, 1986. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMCAX or VIGAX.
Key characteristics
| BMCAX | VIGAX | |
|---|---|---|
| YTD Return | 6.01% | 5.93% |
| 1Y Return | 33.53% | 35.44% |
| 3Y Return (Ann) | 6.13% | 6.47% |
| 5Y Return (Ann) | 13.62% | 15.75% |
| 10Y Return (Ann) | 12.09% | 14.67% |
| Sharpe Ratio | 2.26 | 2.31 |
| Daily Std Dev | 15.13% | 15.65% |
| Max Drawdown | -58.56% | -50.66% |
| Current Drawdown | -5.01% | -5.15% |
Correlation
The correlation between BMCAX and VIGAX 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
BMCAX vs. VIGAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BMCAX having a 6.01% return and VIGAX slightly lower at 5.93%. Over the past 10 years, BMCAX has underperformed VIGAX with an annualized return of 12.09%, while VIGAX has yielded a comparatively higher 14.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BMCAX vs. VIGAX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
BMCAX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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
BMCAX vs. VIGAX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 0.74%, more than VIGAX's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 0.74% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.44% | 0.56% | 7.42% | 19.24% | 1.20% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.55% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
BMCAX vs. VIGAX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.56%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for BMCAX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
BMCAX vs. VIGAX - Volatility Comparison
BlackRock Advantage Large Cap Growth Fund (BMCAX) has a higher volatility of 5.19% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 4.89%. This indicates that BMCAX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.