DLBMX vs. MBCSX
Compare and contrast key facts about MassMutual Small Cap Opportunities Fund (DLBMX) and MassMutual Blue Chip Growth Fund (MBCSX).
DLBMX is managed by MassMutual. It was launched on Jul 17, 1998. MBCSX is managed by MassMutual. It was launched on May 31, 2001.
Performance
DLBMX vs. MBCSX - Performance Comparison
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DLBMX vs. MBCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLBMX MassMutual Small Cap Opportunities Fund | -4.32% | 8.07% | 12.30% | 17.43% | -16.19% | 64.90% | 19.75% | 25.54% | -11.14% | 13.90% |
MBCSX MassMutual Blue Chip Growth Fund | -14.78% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
Returns By Period
In the year-to-date period, DLBMX achieves a -4.32% return, which is significantly higher than MBCSX's -14.78% return. Over the past 10 years, DLBMX has underperformed MBCSX with an annualized return of 12.93%, while MBCSX has yielded a comparatively higher 15.21% annualized return.
DLBMX
- 1D
- -1.26%
- 1M
- -10.93%
- YTD
- -4.32%
- 6M
- -2.11%
- 1Y
- 10.06%
- 3Y*
- 9.62%
- 5Y*
- 10.78%
- 10Y*
- 12.93%
MBCSX
- 1D
- -0.12%
- 1M
- -9.17%
- YTD
- -14.78%
- 6M
- -13.95%
- 1Y
- 9.58%
- 3Y*
- 19.53%
- 5Y*
- 9.03%
- 10Y*
- 15.21%
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DLBMX vs. MBCSX - Expense Ratio Comparison
DLBMX has a 1.20% expense ratio, which is higher than MBCSX's 0.73% expense ratio.
Return for Risk
DLBMX vs. MBCSX — Risk / Return Rank
DLBMX
MBCSX
DLBMX vs. MBCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Small Cap Opportunities Fund (DLBMX) and MassMutual Blue Chip Growth Fund (MBCSX). 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.
| DLBMX | MBCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.42 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.77 | 0.78 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.37 | +0.13 |
Martin ratioReturn relative to average drawdown | 1.95 | 1.29 | +0.66 |
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
| DLBMX | MBCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.42 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.31 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.60 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | 0.00 |
Correlation
The correlation between DLBMX and MBCSX is 0.80, 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
DLBMX vs. MBCSX - Dividend Comparison
DLBMX's dividend yield for the trailing twelve months is around 10.57%, less than MBCSX's 50.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLBMX MassMutual Small Cap Opportunities Fund | 10.57% | 10.11% | 9.33% | 4.73% | 0.88% | 35.42% | 7.82% | 0.46% | 11.94% | 13.55% | 3.14% | 11.15% |
MBCSX MassMutual Blue Chip Growth Fund | 50.80% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
Drawdowns
DLBMX vs. MBCSX - Drawdown Comparison
The maximum DLBMX drawdown since its inception was -65.12%, which is greater than MBCSX's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for DLBMX and MBCSX.
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Drawdown Indicators
| DLBMX | MBCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -54.66% | -10.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -17.47% | +2.86% |
Max Drawdown (5Y)Largest decline over 5 years | -29.39% | -48.37% | +18.98% |
Max Drawdown (10Y)Largest decline over 10 years | -42.55% | -48.37% | +5.82% |
Current DrawdownCurrent decline from peak | -12.42% | -17.47% | +5.05% |
Average DrawdownAverage peak-to-trough decline | -10.26% | -12.08% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 5.01% | -1.29% |
Volatility
DLBMX vs. MBCSX - Volatility Comparison
MassMutual Small Cap Opportunities Fund (DLBMX) has a higher volatility of 6.37% compared to MassMutual Blue Chip Growth Fund (MBCSX) at 5.41%. This indicates that DLBMX's price experiences larger fluctuations and is considered to be riskier than MBCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLBMX | MBCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.41% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 12.06% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 22.49% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.64% | 29.76% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.12% | 25.53% | +2.59% |