MAEGX vs. CMGIX
Compare and contrast key facts about BlackRock Unconstrained Equity Fund (MAEGX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX).
MAEGX is managed by Blackrock. It was launched on Nov 3, 2005. CMGIX is managed by Blackrock. It was launched on Dec 27, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAEGX or CMGIX.
Correlation
The correlation between MAEGX and CMGIX is 0.83, 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
MAEGX vs. CMGIX - Performance Comparison
Key characteristics
MAEGX:
0.61
CMGIX:
0.83
MAEGX:
0.95
CMGIX:
1.20
MAEGX:
1.12
CMGIX:
1.15
MAEGX:
0.42
CMGIX:
0.53
MAEGX:
2.56
CMGIX:
3.36
MAEGX:
3.73%
CMGIX:
4.77%
MAEGX:
15.63%
CMGIX:
19.40%
MAEGX:
-51.97%
CMGIX:
-82.66%
MAEGX:
-15.72%
CMGIX:
-14.99%
Returns By Period
In the year-to-date period, MAEGX achieves a 4.15% return, which is significantly higher than CMGIX's 2.29% return. Over the past 10 years, MAEGX has underperformed CMGIX with an annualized return of 1.97%, while CMGIX has yielded a comparatively higher 10.43% annualized return.
MAEGX
4.15%
2.61%
5.97%
8.01%
1.49%
1.97%
CMGIX
2.29%
0.16%
13.91%
15.55%
6.80%
10.43%
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MAEGX vs. CMGIX - Expense Ratio Comparison
MAEGX has a 0.95% expense ratio, which is higher than CMGIX's 0.80% expense ratio.
Risk-Adjusted Performance
MAEGX vs. CMGIX — Risk-Adjusted Performance Rank
MAEGX
CMGIX
MAEGX vs. CMGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Unconstrained Equity Fund (MAEGX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX). 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
MAEGX vs. CMGIX - Dividend Comparison
Neither MAEGX nor CMGIX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAEGX BlackRock Unconstrained Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.57% | 0.26% | 0.84% | 0.89% | 0.61% | 0.93% | 1.08% | 1.46% |
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MAEGX vs. CMGIX - Drawdown Comparison
The maximum MAEGX drawdown since its inception was -51.97%, smaller than the maximum CMGIX drawdown of -82.66%. Use the drawdown chart below to compare losses from any high point for MAEGX and CMGIX. For additional features, visit the drawdowns tool.
Volatility
MAEGX vs. CMGIX - Volatility Comparison
The current volatility for BlackRock Unconstrained Equity Fund (MAEGX) is 4.12%, while BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a volatility of 7.67%. This indicates that MAEGX experiences smaller price fluctuations and is considered to be less risky than CMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.