IGAAX vs. MADVX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and BlackRock Equity Dividend Fund (MADVX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. MADVX is managed by Blackrock. It was launched on Nov 29, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGAAX or MADVX.
Correlation
The correlation between IGAAX and MADVX is 0.78, 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
IGAAX vs. MADVX - Performance Comparison
Key characteristics
IGAAX:
0.56
MADVX:
-0.19
IGAAX:
0.84
MADVX:
-0.15
IGAAX:
1.12
MADVX:
0.98
IGAAX:
0.66
MADVX:
-0.14
IGAAX:
1.96
MADVX:
-0.56
IGAAX:
4.27%
MADVX:
5.69%
IGAAX:
14.95%
MADVX:
16.55%
IGAAX:
-35.79%
MADVX:
-50.66%
IGAAX:
-1.36%
MADVX:
-15.25%
Returns By Period
In the year-to-date period, IGAAX achieves a 9.75% return, which is significantly higher than MADVX's 0.94% return. Over the past 10 years, IGAAX has outperformed MADVX with an annualized return of 4.11%, while MADVX has yielded a comparatively lower -0.72% annualized return.
IGAAX
9.75%
1.29%
3.74%
7.57%
9.34%
4.11%
MADVX
0.94%
-2.80%
-6.36%
-3.44%
4.05%
-0.72%
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IGAAX vs. MADVX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is higher than MADVX's 0.68% expense ratio.
Risk-Adjusted Performance
IGAAX vs. MADVX — Risk-Adjusted Performance Rank
IGAAX
MADVX
IGAAX vs. MADVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and BlackRock Equity Dividend Fund (MADVX). 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
IGAAX vs. MADVX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 2.29%, less than MADVX's 2.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 2.29% | 2.62% | 2.29% | 2.84% | 2.52% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% | 7.19% |
MADVX BlackRock Equity Dividend Fund | 2.41% | 2.52% | 2.14% | 1.76% | 1.47% | 1.86% | 1.96% | 2.33% | 1.77% | 1.95% | 2.30% | 1.96% |
Drawdowns
IGAAX vs. MADVX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum MADVX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for IGAAX and MADVX. For additional features, visit the drawdowns tool.
Volatility
IGAAX vs. MADVX - Volatility Comparison
The current volatility for American Funds International Growth and Income Fund Class A (IGAAX) is 9.10%, while BlackRock Equity Dividend Fund (MADVX) has a volatility of 11.38%. This indicates that IGAAX experiences smaller price fluctuations and is considered to be less risky than MADVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.