MALVX vs. VIHAX
MALVX (BlackRock Advantage Large Cap Value Fund) and VIHAX (Vanguard International High Dividend Yield Index Fund Admiral Shares) are both Large Cap Value Equities funds. Over the past 10 years, MALVX returned 13.13%/yr vs 11.24%/yr for VIHAX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. MALVX charges 0.54%/yr vs 0.16%/yr for VIHAX.
Performance
MALVX vs. VIHAX - Performance Comparison
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Returns By Period
In the year-to-date period, MALVX achieves a 23.35% return, which is significantly higher than VIHAX's 17.32% return. Over the past 10 years, MALVX has outperformed VIHAX with an annualized return of 13.13%, while VIHAX has yielded a comparatively lower 11.24% annualized return.
MALVX
- 1D
- 0.62%
- 1M
- 2.56%
- 6M
- 16.96%
- YTD
- 23.35%
- 1Y
- 39.65%
- 3Y*
- 20.90%
- 5Y*
- 13.07%
- 10Y*
- 13.13%
- ALL TIME*
- 9.23%
VIHAX
- 1D
- -0.62%
- 1M
- 4.34%
- 6M
- 10.32%
- YTD
- 17.32%
- 1Y
- 34.48%
- 3Y*
- 21.86%
- 5Y*
- 14.01%
- 10Y*
- 11.24%
- ALL TIME*
- 11.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MALVX vs. VIHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 23.35% | 18.38% | 15.39% | 13.74% | -8.68% | 26.51% | 3.91% | 24.74% | -7.74% | 15.82% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 17.32% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Correlation
The correlation between MALVX and VIHAX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 7, 2016 | 0.76 |
The correlation between MALVX and VIHAX has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
MALVX vs. VIHAX — Risk / Return Rank
MALVX
VIHAX
MALVX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Value Fund (MALVX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MALVX | VIHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.53 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.83 | 3.63 | +2.20 |
| Martin ratioReturn relative to average drawdown | 27.14 | 13.90 | +13.23 |
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Drawdowns
MALVX vs. VIHAX - Drawdown Comparison
The maximum MALVX drawdown since its inception was -55.21%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for MALVX and VIHAX.
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Drawdown Indicators
| MALVX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -38.80% | -16.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.53% | -9.53% | +3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -16.13% | -12.29% | -3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.73% | -23.92% | +4.19% |
Max Drawdown (10Y)Largest decline over 10 years | -37.12% | -38.80% | +1.68% |
Current DrawdownCurrent decline from peak | 0.00% | -0.62% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -8.70% | -5.94% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.49% | -1.09% |
Volatility
MALVX vs. VIHAX - Volatility Comparison
The current volatility for BlackRock Advantage Large Cap Value Fund (MALVX) is 2.80%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 3.46%. This indicates that MALVX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MALVX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 3.46% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 10.28% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.35% | 12.13% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 13.76% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 15.55% | +1.70% |
MALVX vs. VIHAX - Expense Ratio Comparison
MALVX has a 0.54% expense ratio, which is higher than VIHAX's 0.16% expense ratio.
Dividends
MALVX vs. VIHAX - Dividend Comparison
MALVX's dividend yield for the trailing twelve months is around 10.51%, more than VIHAX's 3.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 10.51% | 9.23% | 14.33% | 2.84% | 5.96% | 17.48% | 1.68% | 3.92% | 12.95% | 0.43% | 1.38% | 1.01% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.45% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Frequently Asked Questions
MALVX and VIHAX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIHAX has higher volatility (3.46%) compared to MALVX (2.80%). In terms of maximum drawdown, MALVX dropped -55.21% vs VIHAX's -38.80%.
MALVX currently has the higher Sharpe Ratio (3.37 vs 2.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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