BRMKX vs. OEGYX

In the year-to-date period, BRMKX achieves a -9.08% return, which is significantly higher than OEGYX's -15.80% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BRMKX has a 0.06% expense ratio, which is lower than OEGYX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and Invesco Discovery Mid Cap Growth Fund (OEGYX). 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 BRMKX Sharpe Ratio is -0.10, which is higher than the OEGYX Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of BRMKX and OEGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRMKX's dividend yield for the trailing twelve months is around 1.36%, while OEGYX has not paid dividends to shareholders.

The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum OEGYX drawdown of -58.27%. Use the drawdown chart below to compare losses from any high point for BRMKX and OEGYX. For additional features, visit the drawdowns tool.

The current volatility for iShares Russell Mid-Cap Index Fund (BRMKX) is 13.04%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 14.72%. This indicates that BRMKX experiences smaller price fluctuations and is considered to be less risky than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.