CMGIX vs. VONG
Compare and contrast key facts about BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Russell 1000 Growth ETF (VONG).
CMGIX is managed by Blackrock. It was launched on Dec 27, 1996. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMGIX or VONG.
Correlation
The correlation between CMGIX and VONG is 0.88, 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. VONG - Performance Comparison
Key characteristics
CMGIX:
0.89
VONG:
2.13
CMGIX:
1.29
VONG:
2.75
CMGIX:
1.16
VONG:
1.39
CMGIX:
0.54
VONG:
2.79
CMGIX:
3.64
VONG:
10.90
CMGIX:
4.51%
VONG:
3.35%
CMGIX:
18.53%
VONG:
17.19%
CMGIX:
-82.66%
VONG:
-32.72%
CMGIX:
-14.76%
VONG:
-1.83%
Returns By Period
In the year-to-date period, CMGIX achieves a 15.32% return, which is significantly lower than VONG's 36.31% return. Over the past 10 years, CMGIX has underperformed VONG with an annualized return of 10.61%, while VONG has yielded a comparatively higher 16.80% annualized return.
CMGIX
15.32%
-3.48%
13.18%
15.56%
8.03%
10.61%
VONG
36.31%
4.35%
14.34%
36.49%
19.55%
16.80%
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CMGIX vs. VONG - Expense Ratio Comparison
CMGIX has a 0.80% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
CMGIX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
CMGIX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.41%.
| 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.41% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
CMGIX vs. VONG - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -82.66%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for CMGIX and VONG. For additional features, visit the drawdowns tool.
Volatility
CMGIX vs. VONG - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 7.09% compared to Vanguard Russell 1000 Growth ETF (VONG) at 4.98%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.