EIVIX vs. MALVX
EIVIX (Allspring Special Large Cap Value Fund) and MALVX (BlackRock Advantage Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, EIVIX returned 13.09%/yr vs 12.91%/yr for MALVX. Their correlation of 0.94 suggests significant overlap in exposure. EIVIX charges 0.70%/yr vs 0.54%/yr for MALVX.
Performance
EIVIX vs. MALVX - Performance Comparison
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Returns By Period
In the year-to-date period, EIVIX achieves a 6.54% return, which is significantly lower than MALVX's 18.54% return. Both investments have delivered pretty close results over the past 10 years, with EIVIX having a 13.09% annualized return and MALVX not far behind at 12.91%.
EIVIX
- 1D
- 0.85%
- 1M
- 1.04%
- YTD
- 6.54%
- 6M
- 6.10%
- 1Y
- 17.41%
- 3Y*
- 16.47%
- 5Y*
- 11.37%
- 10Y*
- 13.09%
MALVX
- 1D
- 0.70%
- 1M
- 3.76%
- YTD
- 18.54%
- 6M
- 18.00%
- 1Y
- 36.37%
- 3Y*
- 20.62%
- 5Y*
- 13.20%
- 10Y*
- 12.91%
EIVIX vs. MALVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIVIX Allspring Special Large Cap Value Fund | 6.54% | 16.81% | 16.89% | 14.10% | -6.26% | 24.08% | 1.45% | 47.28% | -5.36% | 16.20% |
MALVX BlackRock Advantage Large Cap Value Fund | 18.54% | 18.38% | 15.39% | 13.74% | -8.68% | 26.51% | 3.91% | 24.74% | -7.74% | 15.82% |
Correlation
The correlation between EIVIX and MALVX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2007 | 0.94 |
The correlation between EIVIX and MALVX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
EIVIX vs. MALVX — Risk / Return Rank
EIVIX
MALVX
EIVIX vs. MALVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Large Cap Value Fund (EIVIX) and BlackRock Advantage Large Cap Value Fund (MALVX). 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.
| EIVIX | MALVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.85 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.60 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 5.61 | -3.64 |
| Martin ratioReturn relative to average drawdown | 6.87 | 25.40 | -18.53 |
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Drawdowns
EIVIX vs. MALVX - Drawdown Comparison
The maximum EIVIX drawdown since its inception was -53.37%, roughly equal to the maximum MALVX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for EIVIX and MALVX.
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Drawdown Indicators
| EIVIX | MALVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.37% | -55.21% | +1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.88% | -6.53% | -2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -13.60% | -16.13% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -19.73% | -12.38% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -37.12% | +1.08% |
Current DrawdownCurrent decline from peak | -0.39% | -0.46% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -8.74% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 1.44% | +1.10% |
Volatility
EIVIX vs. MALVX - Volatility Comparison
Allspring Special Large Cap Value Fund (EIVIX) and BlackRock Advantage Large Cap Value Fund (MALVX) have volatilities of 4.02% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EIVIX | MALVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.15% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 8.79% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 11.12% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 14.83% | +4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.17% | 17.33% | +1.84% |
EIVIX vs. MALVX - Expense Ratio Comparison
EIVIX has a 0.70% expense ratio, which is higher than MALVX's 0.54% expense ratio.
Dividends
EIVIX vs. MALVX - Dividend Comparison
EIVIX's dividend yield for the trailing twelve months is around 6.92%, less than MALVX's 7.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIVIX Allspring Special Large Cap Value Fund | 6.92% | 7.37% | 9.20% | 3.16% | 9.68% | 21.59% | 1.51% | 20.39% | 9.30% | 8.93% | 8.56% | 12.68% |
MALVX BlackRock Advantage Large Cap Value Fund | 7.78% | 9.23% | 14.33% | 2.84% | 5.96% | 17.48% | 1.68% | 3.92% | 12.95% | 0.43% | 1.38% | 1.01% |
Frequently Asked Questions
With a correlation of 0.90, EIVIX and MALVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MALVX has higher volatility (4.15%) compared to EIVIX (4.02%). In terms of maximum drawdown, EIVIX dropped -53.37% vs MALVX's -55.21%.
MALVX currently has the higher Sharpe Ratio (3.29 vs 1.44), 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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