MBCSX vs. MOGAX

Last updated Jun 4, 2026

MBCSX (MassMutual Blue Chip Growth Fund) and MOGAX (MassMutual 60/40 Allocation Fund) are both mutual funds - MBCSX is a Large Cap Growth Equities fund managed by MassMutual, while MOGAX is a Diversified Portfolio fund managed by MassMutual. Their correlation of 0.83 suggests significant overlap in exposure. MBCSX charges 0.73%/yr vs 0.61%/yr for MOGAX.

Performance

MBCSX vs. MOGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual Blue Chip Growth Fund (MBCSX) and MassMutual 60/40 Allocation Fund (MOGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MBCSX

• 1D: -1.17%
• 1M: 3.94%
• YTD: 2.96%
• 6M: 3.26%
• 1Y: 17.46%
• 3Y*: 23.05%
• 5Y*: 12.04%
• 10Y*: 17.17%

MOGAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCSX vs. MOGAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MBCSX MassMutual Blue Chip Growth Fund	2.96%	16.68%	35.05%	51.00%	-34.11%	17.05%	33.53%	38.41%	0.22%	34.43%
MOGAX MassMutual 60/40 Allocation Fund	0.00%	10.54%	8.82%	14.26%	-22.35%	13.74%	12.03%	24.58%	-8.02%	14.54%

Correlation

The correlation between MBCSX and MOGAX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (3Y) Calculated over the trailing 3-year period	0.65
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (10Y) Calculated over the trailing 10-year period	0.80
Correlation (All Time) Calculated using the full available price history since Jun 21, 2011	0.83

Over the past year, the correlation between MBCSX and MOGAX has dropped to 0.32 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.

Return for Risk

MBCSX vs. MOGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MBCSX

MBCSX Risk / Return Rank: 14
MBCSX Sharpe Ratio Rank: 16
MBCSX Sortino Ratio Rank: 15
MBCSX Omega Ratio Rank: 15
MBCSX Calmar Ratio Rank: 11
MBCSX Martin Ratio Rank: 11

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MBCSX vs. MOGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and MassMutual 60/40 Allocation Fund (MOGAX). 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.

	MBCSX	MOGAX	Difference
Sharpe ratio Return per unit of total volatility	1.13	—	—
Sortino ratio Return per unit of downside risk	1.60	—	—
Omega ratio Gain probability vs. loss probability	1.20	—	—
Calmar ratio Return relative to maximum drawdown	1.03	—	—
Martin ratio Return relative to average drawdown	3.34	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	MBCSX	MOGAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.13	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.67	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	—	—

Drawdowns

Drawdown Indicators

	MBCSX	MOGAX	Difference
Max Drawdown Largest peak-to-trough decline	-54.66%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-17.47%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-22.92%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-48.37%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-48.37%	—	—
Current Drawdown Current decline from peak	-1.17%	—	—
Average Drawdown Average peak-to-trough decline	-12.03%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	5.37%	—	—

Volatility

Volatility by Period

	MBCSX	MOGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.74%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.86%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.81%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.59%	—	—

MBCSX vs. MOGAX - Expense Ratio Comparison

MBCSX has a 0.73% expense ratio, which is higher than MOGAX's 0.61% expense ratio.

Dividends

MBCSX vs. MOGAX - Dividend Comparison

MBCSX's dividend yield for the trailing twelve months is around 42.05%, more than MOGAX's 3.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MBCSX MassMutual Blue Chip Growth Fund	42.05%	43.29%	13.12%	23.06%	18.44%	21.93%	4.59%	11.06%	6.70%	4.00%	4.77%	18.85%
MOGAX MassMutual 60/40 Allocation Fund	3.65%	3.65%	6.23%	3.93%	1.84%	13.14%	3.65%	13.70%	15.46%	1.02%	1.55%	3.52%

Frequently Asked Questions

Can I hold both MBCSX and MOGAX in my portfolio?

MBCSX and MOGAX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.