BMCIX vs. SCAUX
Compare and contrast key facts about BlackRock High Equity Income Fund (BMCIX) and Invesco Income Advantage U.S. Fund (SCAUX).
BMCIX is managed by BlackRock. It was launched on Apr 30, 1998. SCAUX is managed by Invesco. It was launched on Mar 30, 2006.
Performance
BMCIX vs. SCAUX - Performance Comparison
Loading graphics...
BMCIX vs. SCAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCIX BlackRock High Equity Income Fund | -5.16% | 17.11% | 7.80% | 10.05% | -2.62% | 22.41% | -1.56% | 22.00% | -6.25% | 16.31% |
SCAUX Invesco Income Advantage U.S. Fund | -5.39% | 16.51% | 17.88% | 17.29% | -13.43% | 22.41% | -3.24% | 12.27% | -9.31% | 15.85% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BMCIX having a -5.16% return and SCAUX slightly lower at -5.39%. Over the past 10 years, BMCIX has outperformed SCAUX with an annualized return of 8.45%, while SCAUX has yielded a comparatively lower 6.61% annualized return.
BMCIX
- 1D
- -0.32%
- 1M
- -8.98%
- YTD
- -5.16%
- 6M
- -0.87%
- 1Y
- 8.17%
- 3Y*
- 9.10%
- 5Y*
- 7.09%
- 10Y*
- 8.45%
SCAUX
- 1D
- -0.26%
- 1M
- -6.36%
- YTD
- -5.39%
- 6M
- -2.72%
- 1Y
- 11.68%
- 3Y*
- 13.31%
- 5Y*
- 8.07%
- 10Y*
- 6.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BMCIX vs. SCAUX - Expense Ratio Comparison
BMCIX has a 0.85% expense ratio, which is lower than SCAUX's 1.05% expense ratio.
Return for Risk
BMCIX vs. SCAUX — Risk / Return Rank
BMCIX
SCAUX
BMCIX vs. SCAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Equity Income Fund (BMCIX) and Invesco Income Advantage U.S. Fund (SCAUX). 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.
| BMCIX | SCAUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.81 | -0.16 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.24 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.94 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.82 | 5.09 | -2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BMCIX | SCAUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.81 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.62 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.43 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.28 | +0.28 |
Correlation
The correlation between BMCIX and SCAUX is 0.87, 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.
Dividends
BMCIX vs. SCAUX - Dividend Comparison
BMCIX's dividend yield for the trailing twelve months is around 7.72%, more than SCAUX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCIX BlackRock High Equity Income Fund | 7.72% | 7.86% | 7.66% | 6.75% | 6.60% | 6.58% | 4.50% | 3.95% | 9.41% | 50.24% | 5.51% | 8.16% |
SCAUX Invesco Income Advantage U.S. Fund | 6.54% | 5.81% | 6.34% | 6.59% | 6.66% | 12.79% | 1.57% | 1.39% | 3.17% | 2.25% | 2.69% | 3.33% |
Drawdowns
BMCIX vs. SCAUX - Drawdown Comparison
The maximum BMCIX drawdown since its inception was -72.64%, which is greater than SCAUX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for BMCIX and SCAUX.
Loading graphics...
Drawdown Indicators
| BMCIX | SCAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.64% | -54.56% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -10.84% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -19.92% | +1.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -37.81% | -0.43% |
Current DrawdownCurrent decline from peak | -9.51% | -7.05% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -18.95% | -9.55% | -9.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.03% | +0.77% |
Volatility
BMCIX vs. SCAUX - Volatility Comparison
BlackRock High Equity Income Fund (BMCIX) has a higher volatility of 3.81% compared to Invesco Income Advantage U.S. Fund (SCAUX) at 3.60%. This indicates that BMCIX's price experiences larger fluctuations and is considered to be riskier than SCAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BMCIX | SCAUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 3.60% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 7.42% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 15.31% | -0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 13.07% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.71% | 15.34% | +0.37% |