BMCIX vs. SVAIX
Compare and contrast key facts about BlackRock High Equity Income Fund (BMCIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
BMCIX is managed by BlackRock. It was launched on Apr 30, 1998. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMCIX or SVAIX.
Correlation
The correlation between BMCIX and SVAIX is 0.76, 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. SVAIX - Performance Comparison
Key characteristics
BMCIX:
0.22
SVAIX:
1.25
BMCIX:
0.41
SVAIX:
1.68
BMCIX:
1.06
SVAIX:
1.25
BMCIX:
0.10
SVAIX:
1.48
BMCIX:
0.93
SVAIX:
5.73
BMCIX:
3.48%
SVAIX:
2.94%
BMCIX:
14.46%
SVAIX:
13.47%
BMCIX:
-79.85%
SVAIX:
-50.88%
BMCIX:
-27.56%
SVAIX:
-4.13%
Returns By Period
In the year-to-date period, BMCIX achieves a -0.77% return, which is significantly lower than SVAIX's 3.66% return. Over the past 10 years, BMCIX has underperformed SVAIX with an annualized return of 0.36%, while SVAIX has yielded a comparatively higher 7.12% annualized return.
BMCIX
-0.77%
-3.35%
-2.84%
2.89%
12.30%
0.36%
SVAIX
3.66%
-3.49%
0.74%
17.09%
12.22%
7.12%
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BMCIX vs. SVAIX - Expense Ratio Comparison
BMCIX has a 0.85% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
BMCIX vs. SVAIX — Risk-Adjusted Performance Rank
BMCIX
SVAIX
BMCIX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Equity Income Fund (BMCIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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. SVAIX - Dividend Comparison
BMCIX's dividend yield for the trailing twelve months is around 7.72%, more than SVAIX's 5.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCIX BlackRock High Equity Income Fund | 7.72% | 7.66% | 6.75% | 6.97% | 6.54% | 4.71% | 3.95% | 5.00% | 1.53% | 0.65% | 0.00% | 0.00% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.36% | 5.71% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.55% | 10.36% | 5.24% | 8.67% | 10.07% |
Drawdowns
BMCIX vs. SVAIX - Drawdown Comparison
The maximum BMCIX drawdown since its inception was -79.85%, which is greater than SVAIX's maximum drawdown of -50.88%. Use the drawdown chart below to compare losses from any high point for BMCIX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
BMCIX vs. SVAIX - Volatility Comparison
BlackRock High Equity Income Fund (BMCIX) has a higher volatility of 10.91% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 8.64%. This indicates that BMCIX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.