MADVX vs. IDIVX
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and Integrity Dividend Harvest Fund (IDIVX).
MADVX is managed by Blackrock. It was launched on Nov 29, 1988. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADVX or IDIVX.
Key characteristics
| MADVX | IDIVX | |
|---|---|---|
| YTD Return | 15.04% | 24.60% |
| 1Y Return | 25.29% | 36.31% |
| 3Y Return (Ann) | 7.70% | 13.28% |
| 5Y Return (Ann) | 10.95% | 11.83% |
| 10Y Return (Ann) | 8.87% | 10.27% |
| Sharpe Ratio | 2.54 | 3.39 |
| Sortino Ratio | 3.52 | 4.66 |
| Omega Ratio | 1.46 | 1.61 |
| Calmar Ratio | 2.50 | 3.22 |
| Martin Ratio | 15.86 | 25.83 |
| Ulcer Index | 1.63% | 1.42% |
| Daily Std Dev | 10.18% | 10.83% |
| Max Drawdown | -50.00% | -31.64% |
| Current Drawdown | -0.00% | 0.00% |
Correlation
The correlation between MADVX and IDIVX 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
MADVX vs. IDIVX - Performance Comparison
In the year-to-date period, MADVX achieves a 15.04% return, which is significantly lower than IDIVX's 24.60% return. Over the past 10 years, MADVX has underperformed IDIVX with an annualized return of 8.87%, while IDIVX has yielded a comparatively higher 10.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MADVX vs. IDIVX - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is lower than IDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
MADVX vs. IDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and Integrity Dividend Harvest Fund (IDIVX). 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
MADVX vs. IDIVX - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 8.62%, more than IDIVX's 2.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 8.62% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 14.04% | 14.77% | 7.98% | 2.30% | 6.35% | 1.95% |
IDIVX Integrity Dividend Harvest Fund | 2.68% | 3.13% | 4.35% | 2.94% | 3.42% | 7.26% | 10.21% | 8.31% | 3.07% | 3.05% | 2.82% | 2.90% |
Drawdowns
MADVX vs. IDIVX - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.00%, which is greater than IDIVX's maximum drawdown of -31.64%. Use the drawdown chart below to compare losses from any high point for MADVX and IDIVX. For additional features, visit the drawdowns tool.
Volatility
MADVX vs. IDIVX - Volatility Comparison
BlackRock Equity Dividend Fund (MADVX) has a higher volatility of 2.58% compared to Integrity Dividend Harvest Fund (IDIVX) at 2.19%. This indicates that MADVX's price experiences larger fluctuations and is considered to be riskier than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.