MALOX vs. NDARX
Compare and contrast key facts about BlackRock Global Allocation Fund (MALOX) and American Funds Retirement Income Portfolio - Enhanced (NDARX).
MALOX is managed by Blackrock. It was launched on Feb 2, 1989. NDARX is managed by American Funds. It was launched on Aug 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MALOX or NDARX.
Correlation
The correlation between MALOX and NDARX is 0.89, 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
MALOX vs. NDARX - Performance Comparison
Key characteristics
MALOX:
0.19
NDARX:
1.01
MALOX:
0.33
NDARX:
1.41
MALOX:
1.05
NDARX:
1.21
MALOX:
0.11
NDARX:
1.10
MALOX:
0.57
NDARX:
5.40
MALOX:
4.06%
NDARX:
1.88%
MALOX:
12.14%
NDARX:
10.09%
MALOX:
-34.53%
NDARX:
-23.62%
MALOX:
-14.90%
NDARX:
-3.06%
Returns By Period
In the year-to-date period, MALOX achieves a 1.76% return, which is significantly higher than NDARX's 1.26% return.
MALOX
1.76%
0.85%
-1.41%
2.74%
2.05%
0.08%
NDARX
1.26%
-1.34%
0.45%
10.49%
7.89%
N/A
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MALOX vs. NDARX - Expense Ratio Comparison
MALOX has a 0.81% expense ratio, which is higher than NDARX's 0.34% expense ratio.
Risk-Adjusted Performance
MALOX vs. NDARX — Risk-Adjusted Performance Rank
MALOX
NDARX
MALOX vs. NDARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Allocation Fund (MALOX) and American Funds Retirement Income Portfolio - Enhanced (NDARX). 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
MALOX vs. NDARX - Dividend Comparison
MALOX's dividend yield for the trailing twelve months is around 1.30%, less than NDARX's 3.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALOX BlackRock Global Allocation Fund | 1.30% | 1.32% | 1.55% | 0.00% | 1.29% | 0.66% | 1.39% | 0.94% | 1.25% | 1.28% | 1.37% | 2.64% |
NDARX American Funds Retirement Income Portfolio - Enhanced | 3.08% | 3.03% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% |
Drawdowns
MALOX vs. NDARX - Drawdown Comparison
The maximum MALOX drawdown since its inception was -34.53%, which is greater than NDARX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for MALOX and NDARX. For additional features, visit the drawdowns tool.
Volatility
MALOX vs. NDARX - Volatility Comparison
BlackRock Global Allocation Fund (MALOX) and American Funds Retirement Income Portfolio - Enhanced (NDARX) have volatilities of 7.03% and 6.99%, 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.