DRIPX vs. MDLVX
DRIPX (The MP 63 Fund) and MDLVX (BlackRock Advantage Large Cap Value Fund Investor A) are both Large Cap Value Equities funds. Over the past 10 years, DRIPX returned 9.85%/yr vs 12.87%/yr for MDLVX. Their correlation of 0.91 means they have usually moved in the same direction. DRIPX charges 0.63%/yr vs 0.79%/yr for MDLVX.
Performance
DRIPX vs. MDLVX - Performance Comparison
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Returns By Period
In the year-to-date period, DRIPX achieves a 15.43% return, which is significantly lower than MDLVX's 23.18% return. Over the past 10 years, DRIPX has underperformed MDLVX with an annualized return of 9.85%, while MDLVX has yielded a comparatively higher 12.87% annualized return.
DRIPX
- 1D
- 0.36%
- 1M
- 0.36%
- 6M
- 9.34%
- YTD
- 15.43%
- 1Y
- 24.70%
- 3Y*
- 11.54%
- 5Y*
- 7.25%
- 10Y*
- 9.85%
- ALL TIME*
- 7.38%
MDLVX
- 1D
- 0.64%
- 1M
- 2.57%
- 6M
- 16.82%
- YTD
- 23.18%
- 1Y
- 39.31%
- 3Y*
- 20.60%
- 5Y*
- 12.79%
- 10Y*
- 12.87%
- ALL TIME*
- 8.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DRIPX The MP 63 Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
DRIPX vs. MDLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 15.43% | 13.89% | 4.75% | 5.93% | -8.37% | 20.46% | 8.13% | 28.65% | -5.55% | 18.19% |
MDLVX BlackRock Advantage Large Cap Value Fund Investor A | 23.18% | 18.11% | 15.08% | 13.43% | -8.89% | 26.20% | 3.64% | 24.39% | -7.94% | 15.80% |
Correlation
The correlation between DRIPX and MDLVX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 1999 | 0.91 |
The correlation between DRIPX and MDLVX has been stable across timeframes, ranging from 0.87 to 0.93 - a consistent structural relationship.
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Return for Risk
DRIPX vs. MDLVX — Risk / Return Rank
DRIPX
MDLVX
DRIPX vs. MDLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and BlackRock Advantage Large Cap Value Fund Investor A (MDLVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DRIPX | MDLVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.60 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 5.78 | -2.71 |
| Martin ratioReturn relative to average drawdown | 12.08 | 26.84 | -14.76 |
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Drawdowns
DRIPX vs. MDLVX - Drawdown Comparison
The maximum DRIPX drawdown since its inception was -53.54%, roughly equal to the maximum MDLVX drawdown of -55.49%. Use the drawdown chart below to compare losses from any high point for DRIPX and MDLVX.
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Drawdown Indicators
| DRIPX | MDLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.54% | -55.49% | +1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -6.54% | -1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -19.58% | -16.19% | -3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -19.97% | -19.87% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.20% | -37.11% | +1.91% |
Current DrawdownCurrent decline from peak | -0.91% | 0.00% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -8.91% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 1.41% | +0.54% |
Volatility
DRIPX vs. MDLVX - Volatility Comparison
The MP 63 Fund (DRIPX) has a higher volatility of 3.01% compared to BlackRock Advantage Large Cap Value Fund Investor A (MDLVX) at 2.81%. This indicates that DRIPX's price experiences larger fluctuations and is considered to be riskier than MDLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIPX | MDLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 2.81% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 8.90% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.92% | 11.38% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 14.77% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 17.23% | -0.81% |
DRIPX vs. MDLVX - Expense Ratio Comparison
DRIPX has a 0.63% expense ratio, which is lower than MDLVX's 0.79% expense ratio.
Dividends
DRIPX vs. MDLVX - Dividend Comparison
DRIPX's dividend yield for the trailing twelve months is around 6.10%, less than MDLVX's 10.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 6.10% | 7.04% | 0.00% | 3.13% | 4.27% | 3.55% | 3.48% | 3.46% | 6.25% | 1.68% | 4.27% | 6.80% |
MDLVX BlackRock Advantage Large Cap Value Fund Investor A | 10.71% | 9.33% | 14.55% | 2.68% | 5.86% | 17.69% | 1.49% | 3.76% | 12.92% | 0.43% | 1.06% | 0.70% |
Frequently Asked Questions
DRIPX and MDLVX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DRIPX has higher volatility (3.01%) compared to MDLVX (2.81%). In terms of maximum drawdown, DRIPX dropped -53.54% vs MDLVX's -55.49%.
MDLVX currently has the higher Sharpe Ratio (3.33 vs 2.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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