BMCIX vs. WFSPX
Compare and contrast key facts about BlackRock High Equity Income Fund (BMCIX) and iShares S&P 500 Index Fund (WFSPX).
BMCIX is managed by BlackRock. It was launched on Apr 30, 1998. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
BMCIX vs. WFSPX - Performance Comparison
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BMCIX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, BMCIX achieves a -5.16% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, BMCIX has underperformed WFSPX with an annualized return of 8.45%, while WFSPX has yielded a comparatively higher 13.63% 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%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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BMCIX vs. WFSPX - Expense Ratio Comparison
BMCIX has a 0.85% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
BMCIX vs. WFSPX — Risk / Return Rank
BMCIX
WFSPX
BMCIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Equity Income Fund (BMCIX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.84 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.30 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.06 | -0.37 |
Martin ratioReturn relative to average drawdown | 2.82 | 5.13 | -2.31 |
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
| BMCIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.84 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.68 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.76 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.13 | +0.43 |
Correlation
The correlation between BMCIX and WFSPX is 0.82, 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. WFSPX - Dividend Comparison
BMCIX's dividend yield for the trailing twelve months is around 7.72%, more than WFSPX's 1.58% 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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
BMCIX vs. WFSPX - Drawdown Comparison
The maximum BMCIX drawdown since its inception was -72.64%, which is greater than WFSPX's maximum drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for BMCIX and WFSPX.
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Drawdown Indicators
| BMCIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.64% | -58.21% | -14.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -12.11% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -24.51% | +5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -38.24% | -33.74% | -4.50% |
Current DrawdownCurrent decline from peak | -9.51% | -8.90% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -18.95% | -12.84% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.49% | +0.31% |
Volatility
BMCIX vs. WFSPX - Volatility Comparison
The current volatility for BlackRock High Equity Income Fund (BMCIX) is 3.81%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that BMCIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMCIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 4.24% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 9.08% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 18.06% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 16.84% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.71% | 17.98% | -2.27% |