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.
Performance
CMGIX vs. VFFVX - Performance Comparison
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CMGIX vs. VFFVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | -4.58% | 0.49% | 12.44% | 28.24% | -37.36% | 14.51% | 46.13% | 36.19% | 2.88% | 34.59% |
VFFVX Vanguard Target Retirement 2055 Fund | -1.45% | 21.44% | 14.50% | 20.39% | -17.48% | 16.44% | 16.33% | 24.98% | -7.88% | 21.39% |
Returns By Period
In the year-to-date period, CMGIX achieves a -4.58% return, which is significantly lower than VFFVX's -1.45% return. Over the past 10 years, CMGIX has outperformed VFFVX with an annualized return of 11.40%, while VFFVX has yielded a comparatively lower 10.78% annualized return.
CMGIX
- 1D
- 4.24%
- 1M
- -8.56%
- YTD
- -4.58%
- 6M
- -9.13%
- 1Y
- 9.65%
- 3Y*
- 7.48%
- 5Y*
- -0.50%
- 10Y*
- 11.40%
VFFVX
- 1D
- 2.63%
- 1M
- -5.56%
- YTD
- -1.45%
- 6M
- 1.16%
- 1Y
- 19.94%
- 3Y*
- 15.66%
- 5Y*
- 8.43%
- 10Y*
- 10.78%
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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.
Return for Risk
CMGIX vs. VFFVX — Risk / Return Rank
CMGIX
VFFVX
CMGIX vs. VFFVX - Risk-Adjusted Trends 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.
| CMGIX | VFFVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 1.36 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.96 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.29 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.93 | -1.39 |
Martin ratioReturn relative to average drawdown | 1.69 | 8.76 | -7.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMGIX | VFFVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 1.36 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.60 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.72 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.71 | -0.33 |
Correlation
The correlation between CMGIX and VFFVX is 0.86, 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.
Dividends
CMGIX vs. VFFVX - Dividend Comparison
CMGIX's dividend yield for the trailing twelve months is around 22.22%, more than VFFVX's 2.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 22.22% | 21.20% | 0.00% | 0.00% | 0.00% | 4.94% | 0.00% | 0.39% | 4.72% | 3.31% | 0.00% | 2.57% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.11% | 2.08% | 2.31% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% |
Drawdowns
CMGIX vs. VFFVX - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -73.85%, 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.
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Drawdown Indicators
| CMGIX | VFFVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.85% | -31.40% | -42.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.90% | -10.52% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -45.96% | -25.39% | -20.57% |
Max Drawdown (10Y)Largest decline over 10 years | -45.96% | -31.40% | -14.56% |
Current DrawdownCurrent decline from peak | -19.08% | -6.54% | -12.54% |
Average DrawdownAverage peak-to-trough decline | -28.76% | -4.18% | -24.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 2.32% | +2.45% |
Volatility
CMGIX vs. VFFVX - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 9.67% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 5.60%. 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.
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Volatility by Period
| CMGIX | VFFVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 5.60% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 17.04% | 8.97% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 15.01% | +11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 14.12% | +10.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 15.06% | +8.27% |