BMCAX vs. VTCLX
BMCAX (BlackRock Advantage Large Cap Growth Fund) and VTCLX (Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares) are both mutual funds - BMCAX is a Large Cap Growth Equities fund managed by BlackRock, while VTCLX is a Large Cap Blend Equities fund managed by BlackRock. Over the past 10 years, BMCAX returned 17.89%/yr vs 15.38%/yr for VTCLX. Their correlation of 0.94 suggests significant overlap in exposure. BMCAX charges 0.87%/yr vs 0.09%/yr for VTCLX.
Performance
BMCAX vs. VTCLX - Performance Comparison
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Returns By Period
In the year-to-date period, BMCAX achieves a 13.02% return, which is significantly higher than VTCLX's 10.53% return. Over the past 10 years, BMCAX has outperformed VTCLX with an annualized return of 17.89%, while VTCLX has yielded a comparatively lower 15.38% annualized return.
BMCAX
- 1D
- -0.89%
- 1M
- 7.16%
- YTD
- 13.02%
- 6M
- 11.96%
- 1Y
- 34.23%
- 3Y*
- 27.90%
- 5Y*
- 15.69%
- 10Y*
- 17.89%
VTCLX
- 1D
- -0.70%
- 1M
- 4.04%
- YTD
- 10.53%
- 6M
- 10.36%
- 1Y
- 27.36%
- 3Y*
- 21.92%
- 5Y*
- 13.10%
- 10Y*
- 15.38%
BMCAX vs. VTCLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 13.02% | 21.40% | 32.28% | 39.38% | -30.37% | 26.61% | 31.89% | 33.39% | -2.87% | 22.57% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 10.53% | 17.44% | 23.76% | 26.62% | -19.07% | 26.87% | 21.08% | 31.47% | -4.98% | 22.40% |
Correlation
The correlation between BMCAX and VTCLX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2001 | 0.94 |
The correlation between BMCAX and VTCLX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
BMCAX vs. VTCLX — Risk / Return Rank
BMCAX
VTCLX
BMCAX vs. VTCLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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 | VTCLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.41 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 3.13 | -0.75 |
| Martin ratioReturn relative to average drawdown | 8.18 | 14.54 | -6.36 |
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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 2.29 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.76 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.84 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.53 | -0.06 |
Drawdowns
BMCAX vs. VTCLX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.55%, which is greater than VTCLX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for BMCAX and VTCLX.
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Drawdown Indicators
| BMCAX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -55.18% | -3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -8.79% | -5.92% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -19.01% | -4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -24.98% | -8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -34.56% | +0.72% |
Current DrawdownCurrent decline from peak | -0.93% | -0.70% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -7.56% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 1.89% | +2.37% |
Volatility
BMCAX vs. VTCLX - Volatility Comparison
BlackRock Advantage Large Cap Growth Fund (BMCAX) has a higher volatility of 3.84% compared to Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) at 2.95%. This indicates that BMCAX's price experiences larger fluctuations and is considered to be riskier than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMCAX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 2.95% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 9.10% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 12.03% | +3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 17.22% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 18.27% | +2.84% |
BMCAX vs. VTCLX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is higher than VTCLX's 0.09% expense ratio.
Dividends
BMCAX vs. VTCLX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 6.14%, more than VTCLX's 0.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 6.14% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 0.85% | 0.93% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% |
Frequently Asked Questions
With a correlation of 0.93, BMCAX and VTCLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BMCAX has higher volatility (3.84%) compared to VTCLX (2.95%). In terms of maximum drawdown, BMCAX dropped -58.55% vs VTCLX's -55.18%.
VTCLX currently has the higher Sharpe Ratio (2.29 vs 2.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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