BMCIX vs. EQTIX
Compare and contrast key facts about BlackRock High Equity Income Fund (BMCIX) and Shelton Equity Income Fund (EQTIX).
BMCIX is managed by BlackRock. It was launched on Apr 30, 1998. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMCIX or EQTIX.
Correlation
The correlation between BMCIX and EQTIX 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.
Performance
BMCIX vs. EQTIX - Performance Comparison
Key characteristics
BMCIX:
1.20
EQTIX:
1.83
BMCIX:
1.74
EQTIX:
2.51
BMCIX:
1.21
EQTIX:
1.34
BMCIX:
0.35
EQTIX:
3.01
BMCIX:
5.07
EQTIX:
10.57
BMCIX:
2.24%
EQTIX:
1.67%
BMCIX:
9.44%
EQTIX:
9.66%
BMCIX:
-79.85%
EQTIX:
-54.79%
BMCIX:
-23.61%
EQTIX:
-0.73%
Returns By Period
The year-to-date returns for both stocks are quite close, with BMCIX having a 3.37% return and EQTIX slightly lower at 3.21%. Over the past 10 years, BMCIX has underperformed EQTIX with an annualized return of 1.61%, while EQTIX has yielded a comparatively higher 2.08% annualized return.
BMCIX
3.37%
3.37%
2.11%
11.82%
8.53%
1.61%
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
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BMCIX vs. EQTIX - Expense Ratio Comparison
BMCIX has a 0.85% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Risk-Adjusted Performance
BMCIX vs. EQTIX — Risk-Adjusted Performance Rank
BMCIX
EQTIX
BMCIX vs. EQTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Equity Income Fund (BMCIX) and Shelton Equity Income Fund (EQTIX). 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
BMCIX vs. EQTIX - Dividend Comparison
BMCIX's dividend yield for the trailing twelve months is around 7.57%, less than EQTIX's 9.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCIX BlackRock High Equity Income Fund | 7.57% | 8.29% | 7.33% | 6.97% | 6.54% | 4.71% | 3.95% | 5.00% | 1.53% | 0.65% | 0.00% | 0.00% |
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
Drawdowns
BMCIX vs. EQTIX - Drawdown Comparison
The maximum BMCIX drawdown since its inception was -79.85%, which is greater than EQTIX's maximum drawdown of -54.79%. Use the drawdown chart below to compare losses from any high point for BMCIX and EQTIX. For additional features, visit the drawdowns tool.
Volatility
BMCIX vs. EQTIX - Volatility Comparison
The current volatility for BlackRock High Equity Income Fund (BMCIX) is 2.74%, while Shelton Equity Income Fund (EQTIX) has a volatility of 2.93%. This indicates that BMCIX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.