CMGIX vs. VFFVX
Compare and contrast key facts about BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Target Retirement 2055 Fund (VFFVX).
CMGIX is managed by Blackrock. It was launched on Dec 27, 1996. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMGIX or VFFVX.
Correlation
The correlation between CMGIX and VFFVX is 0.87, 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. VFFVX - Performance Comparison
Key characteristics
CMGIX:
0.99
VFFVX:
1.56
CMGIX:
1.43
VFFVX:
2.17
CMGIX:
1.18
VFFVX:
1.29
CMGIX:
0.61
VFFVX:
2.44
CMGIX:
4.11
VFFVX:
9.72
CMGIX:
4.49%
VFFVX:
1.78%
CMGIX:
18.56%
VFFVX:
11.08%
CMGIX:
-82.66%
VFFVX:
-31.40%
CMGIX:
-14.57%
VFFVX:
-3.30%
Returns By Period
The year-to-date returns for both stocks are quite close, with CMGIX having a 15.58% return and VFFVX slightly lower at 14.88%. Over the past 10 years, CMGIX has outperformed VFFVX with an annualized return of 10.71%, while VFFVX has yielded a comparatively lower 8.68% annualized return.
CMGIX
15.58%
-0.09%
12.80%
16.64%
8.06%
10.71%
VFFVX
14.88%
-0.87%
5.63%
13.41%
9.19%
8.68%
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CMGIX vs. VFFVX - Expense Ratio Comparison
CMGIX has a 0.80% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
CMGIX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
CMGIX has not paid dividends to shareholders, while VFFVX's dividend yield for the trailing twelve months is around 1.90%.
| 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% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.90% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
CMGIX vs. VFFVX - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -82.66%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for CMGIX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
CMGIX vs. VFFVX - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 7.43% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 3.15%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.