CMGIX vs. VFFVX

The year-to-date returns for both stocks are quite close, with CMGIX having a 15.68% return and VFFVX slightly lower at 15.40%. Over the past 10 years, CMGIX has outperformed VFFVX with an annualized return of 9.46%, while VFFVX has yielded a comparatively lower 8.72% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than VFFVX's 0.08% expense ratio.

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.

The current CMGIX Sharpe Ratio is 1.52, which is comparable to the VFFVX Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of CMGIX and VFFVX, 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 VFFVX's dividend yield for the trailing twelve months is around 1.89%.

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.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 6.10% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 2.91%. 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.