CMGIX vs. FDEGX

In the year-to-date period, CMGIX achieves a 19.48% return, which is significantly lower than FDEGX's 36.36% return. Both investments have delivered pretty close results over the past 10 years, with CMGIX having a 9.71% annualized return and FDEGX not far behind at 9.44%.

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CMGIX has a 0.80% expense ratio, which is higher than FDEGX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Fidelity Growth Strategies Fund (FDEGX). 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 CMGIX Sharpe Ratio is 1.71, which is lower than the FDEGX Sharpe Ratio of 2.80. The chart below compares the historical Sharpe Ratios of CMGIX and FDEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMGIX has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 0.04%.

The maximum CMGIX drawdown since its inception was -82.66%, roughly equal to the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for CMGIX and FDEGX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) is 6.15%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.77%. This indicates that CMGIX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.