MALRX vs. LIVIX
Compare and contrast key facts about BlackRock Advantage Large Cap Core Fund (MALRX) and BlackRock LifePath Index 2055 Fund (LIVIX).
MALRX is managed by Blackrock. It was launched on Dec 22, 1999. LIVIX is managed by Blackrock. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MALRX or LIVIX.
Correlation
The correlation between MALRX and LIVIX is 0.93, 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
MALRX vs. LIVIX - Performance Comparison
Key characteristics
MALRX:
0.58
LIVIX:
1.58
MALRX:
0.80
LIVIX:
2.17
MALRX:
1.13
LIVIX:
1.29
MALRX:
0.52
LIVIX:
2.38
MALRX:
1.70
LIVIX:
8.97
MALRX:
5.44%
LIVIX:
2.07%
MALRX:
15.92%
LIVIX:
11.79%
MALRX:
-58.97%
LIVIX:
-34.44%
MALRX:
-7.91%
LIVIX:
-0.32%
Returns By Period
In the year-to-date period, MALRX achieves a 3.41% return, which is significantly lower than LIVIX's 5.15% return. Over the past 10 years, MALRX has underperformed LIVIX with an annualized return of 2.97%, while LIVIX has yielded a comparatively higher 9.14% annualized return.
MALRX
3.41%
0.04%
3.37%
9.86%
5.41%
2.97%
LIVIX
5.15%
2.06%
7.62%
18.94%
10.21%
9.14%
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MALRX vs. LIVIX - Expense Ratio Comparison
MALRX has a 0.48% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Risk-Adjusted Performance
MALRX vs. LIVIX — Risk-Adjusted Performance Rank
MALRX
LIVIX
MALRX vs. LIVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Core Fund (MALRX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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
MALRX vs. LIVIX - Dividend Comparison
MALRX's dividend yield for the trailing twelve months is around 0.81%, less than LIVIX's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALRX BlackRock Advantage Large Cap Core Fund | 0.81% | 0.84% | 0.97% | 1.22% | 0.89% | 1.08% | 1.64% | 1.41% | 1.43% | 1.04% | 0.64% | 0.55% |
LIVIX BlackRock LifePath Index 2055 Fund | 1.94% | 2.04% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% |
Drawdowns
MALRX vs. LIVIX - Drawdown Comparison
The maximum MALRX drawdown since its inception was -58.97%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MALRX and LIVIX. For additional features, visit the drawdowns tool.
Volatility
MALRX vs. LIVIX - Volatility Comparison
BlackRock Advantage Large Cap Core Fund (MALRX) has a higher volatility of 3.46% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 2.77%. This indicates that MALRX's price experiences larger fluctuations and is considered to be riskier than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.