BMCIX vs. EQTIX

In the year-to-date period, BMCIX achieves a 2.67% return, which is significantly higher than EQTIX's 0.50% return. Over the past 10 years, BMCIX has underperformed EQTIX with an annualized return of 6.90%, while EQTIX has yielded a comparatively higher 8.54% annualized return.

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BMCIX has a 0.85% expense ratio, which is higher than EQTIX's 0.72% expense ratio.

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.

The current BMCIX Sharpe Ratio is 0.37, which is lower than the EQTIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of BMCIX and EQTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMCIX's dividend yield for the trailing twelve months is around 7.58%, less than EQTIX's 9.61% yield.

The maximum BMCIX drawdown since its inception was -72.90%, which is greater than EQTIX's maximum drawdown of -53.76%. Use the drawdown chart below to compare losses from any high point for BMCIX and EQTIX.

BlackRock High Equity Income Fund (BMCIX) and Shelton Equity Income Fund (EQTIX) have volatilities of 3.49% and 3.54%, 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.