MADVX vs. IGAAX
Compare and contrast key facts about BlackRock Equity Dividend Fund (MADVX) and American Funds International Growth and Income Fund Class A (IGAAX).
MADVX is managed by BlackRock. It was launched on Nov 29, 1988. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
MADVX vs. IGAAX - Performance Comparison
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MADVX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | -1.25% | 21.70% | 6.98% | 12.71% | -3.97% | 20.13% | 4.03% | 27.58% | -7.15% | 16.31% |
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, MADVX achieves a -1.25% return, which is significantly lower than IGAAX's 1.55% return. Over the past 10 years, MADVX has outperformed IGAAX with an annualized return of 10.67%, while IGAAX has yielded a comparatively lower 8.77% annualized return.
MADVX
- 1D
- 2.39%
- 1M
- -5.98%
- YTD
- -1.25%
- 6M
- 3.63%
- 1Y
- 15.09%
- 3Y*
- 12.71%
- 5Y*
- 8.28%
- 10Y*
- 10.67%
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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MADVX vs. IGAAX - Expense Ratio Comparison
MADVX has a 0.68% expense ratio, which is lower than IGAAX's 0.91% expense ratio.
Return for Risk
MADVX vs. IGAAX — Risk / Return Rank
MADVX
IGAAX
MADVX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund (MADVX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| MADVX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.92 | -0.95 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.43 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.44 | -1.09 |
Martin ratioReturn relative to average drawdown | 5.76 | 9.51 | -3.75 |
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
| MADVX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.92 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.52 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.56 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.44 | +0.21 |
Correlation
The correlation between MADVX and IGAAX is 0.79, 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
MADVX vs. IGAAX - Dividend Comparison
MADVX's dividend yield for the trailing twelve months is around 10.36%, more than IGAAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADVX BlackRock Equity Dividend Fund | 10.36% | 10.23% | 8.58% | 7.08% | 13.50% | 12.15% | 6.35% | 13.15% | 14.04% | 14.38% | 7.98% | 18.44% |
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
MADVX vs. IGAAX - Drawdown Comparison
The maximum MADVX drawdown since its inception was -50.00%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for MADVX and IGAAX.
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Drawdown Indicators
| MADVX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.00% | -35.79% | -14.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -10.92% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -18.05% | -30.57% | +12.52% |
Max Drawdown (10Y)Largest decline over 10 years | -35.94% | -35.79% | -0.15% |
Current DrawdownCurrent decline from peak | -6.84% | -8.84% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -7.96% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.80% | -0.07% |
Volatility
MADVX vs. IGAAX - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund (MADVX) is 4.89%, while American Funds International Growth and Income Fund Class A (IGAAX) has a volatility of 6.30%. This indicates that MADVX experiences smaller price fluctuations and is considered to be less risky than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MADVX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 6.30% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 9.67% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.47% | 14.55% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 14.43% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 15.82% | +0.47% |