BMCAX vs. VIGAX

In the year-to-date period, BMCAX achieves a 0.51% return, which is significantly lower than VIGAX's 0.89% return. Over the past 10 years, BMCAX has underperformed VIGAX with an annualized return of 14.25%, while VIGAX has yielded a comparatively higher 15.26% annualized return.

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BMCAX has a 0.87% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

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.

The current BMCAX Sharpe Ratio is 0.67, which is comparable to the VIGAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of BMCAX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMCAX's dividend yield for the trailing twelve months is around 22.39%, more than VIGAX's 0.46% yield.

The maximum BMCAX drawdown since its inception was -58.55%, 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.

BlackRock Advantage Large Cap Growth Fund (BMCAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.62% and 5.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.