CMGIX vs. MAEGX
Compare and contrast key facts about BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and BlackRock Unconstrained Equity Fund (MAEGX).
CMGIX is managed by Blackrock. It was launched on Dec 27, 1996. MAEGX is managed by Blackrock. It was launched on Nov 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMGIX or MAEGX.
Correlation
The correlation between CMGIX and MAEGX is 0.83, 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
CMGIX vs. MAEGX - Performance Comparison
Key characteristics
CMGIX:
0.99
MAEGX:
0.67
CMGIX:
1.43
MAEGX:
1.03
CMGIX:
1.18
MAEGX:
1.13
CMGIX:
0.61
MAEGX:
0.38
CMGIX:
4.11
MAEGX:
2.93
CMGIX:
4.49%
MAEGX:
3.56%
CMGIX:
18.56%
MAEGX:
15.59%
CMGIX:
-82.66%
MAEGX:
-51.97%
CMGIX:
-14.57%
MAEGX:
-18.50%
Returns By Period
In the year-to-date period, CMGIX achieves a 15.58% return, which is significantly higher than MAEGX's 8.39% return. Over the past 10 years, CMGIX has outperformed MAEGX with an annualized return of 10.71%, while MAEGX has yielded a comparatively lower 1.41% annualized return.
CMGIX
15.58%
-0.09%
12.80%
16.64%
8.06%
10.71%
MAEGX
8.39%
0.43%
-3.56%
8.98%
0.49%
1.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CMGIX vs. MAEGX - Expense Ratio Comparison
CMGIX has a 0.80% expense ratio, which is lower than MAEGX's 0.95% expense ratio.
Risk-Adjusted Performance
CMGIX vs. MAEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and BlackRock Unconstrained Equity Fund (MAEGX). 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
CMGIX vs. MAEGX - Dividend Comparison
Neither CMGIX nor MAEGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MAEGX BlackRock Unconstrained Equity Fund | 0.00% | 0.00% | 0.00% | 0.57% | 0.26% | 0.84% | 0.89% | 0.61% | 0.93% | 1.08% | 1.46% | 1.27% |
Drawdowns
CMGIX vs. MAEGX - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -82.66%, which is greater than MAEGX's maximum drawdown of -51.97%. Use the drawdown chart below to compare losses from any high point for CMGIX and MAEGX. For additional features, visit the drawdowns tool.
Volatility
CMGIX vs. MAEGX - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 7.43% compared to BlackRock Unconstrained Equity Fund (MAEGX) at 4.23%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than MAEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.