MDCPX vs. VDADX
MDCPX (BlackRock Balanced Capital Fund Investor A Shares) and VDADX (Vanguard Dividend Appreciation Index Fund Admiral Shares) are both mutual funds - MDCPX is a Diversified Portfolio fund actively managed by BlackRock, while VDADX is a Dividend fund tracking the S&P U.S. Dividend Growers Index. MDCPX is actively managed, while VDADX is passively managed. Over the past 10 years, MDCPX returned 9.99%/yr vs 13.05%/yr for VDADX. Their correlation of 0.88 suggests significant overlap in exposure. MDCPX charges 0.78%/yr vs 0.07%/yr for VDADX.
Performance
MDCPX vs. VDADX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with MDCPX having a 6.42% return and VDADX slightly higher at 6.53%. Over the past 10 years, MDCPX has underperformed VDADX with an annualized return of 9.99%, while VDADX has yielded a comparatively higher 13.05% annualized return.
MDCPX
- 1D
- -1.99%
- 1M
- -0.68%
- YTD
- 6.42%
- 6M
- 7.39%
- 1Y
- 16.87%
- 3Y*
- 14.13%
- 5Y*
- 7.95%
- 10Y*
- 9.99%
VDADX
- 1D
- -1.36%
- 1M
- 2.28%
- YTD
- 6.53%
- 6M
- 6.41%
- 1Y
- 18.22%
- 3Y*
- 16.23%
- 5Y*
- 10.38%
- 10Y*
- 13.05%
MDCPX vs. VDADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDCPX BlackRock Balanced Capital Fund Investor A Shares | 6.42% | 15.32% | 12.47% | 16.59% | -15.70% | 16.49% | 15.07% | 21.59% | -3.48% | 14.24% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 6.53% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
Correlation
The correlation between MDCPX and VDADX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2013 | 0.88 |
The correlation between MDCPX and VDADX has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
MDCPX vs. VDADX — Risk / Return Rank
MDCPX
VDADX
MDCPX vs. VDADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Balanced Capital Fund Investor A Shares (MDCPX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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.
| MDCPX | VDADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | 2.39 | +0.41 |
| Martin ratioReturn relative to average drawdown | 12.12 | 9.65 | +2.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MDCPX | VDADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 1.87 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.81 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.76 | -0.10 |
Drawdowns
MDCPX vs. VDADX - Drawdown Comparison
The maximum MDCPX drawdown since its inception was -41.98%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for MDCPX and VDADX.
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Drawdown Indicators
| MDCPX | VDADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.98% | -31.70% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.22% | -7.93% | +1.71% |
Max Drawdown (3Y)Largest decline over 3 years | -10.65% | -14.95% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.99% | -20.42% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -24.58% | -31.70% | +7.12% |
Current DrawdownCurrent decline from peak | -2.36% | -1.36% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -5.09% | -3.40% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 1.96% | -0.53% |
Volatility
MDCPX vs. VDADX - Volatility Comparison
BlackRock Balanced Capital Fund Investor A Shares (MDCPX) has a higher volatility of 3.07% compared to Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) at 2.55%. This indicates that MDCPX's price experiences larger fluctuations and is considered to be riskier than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDCPX | VDADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 2.55% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 7.03% | 7.70% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.55% | 10.16% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.09% | 14.28% | -3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 16.20% | -4.72% |
MDCPX vs. VDADX - Expense Ratio Comparison
MDCPX has a 0.78% expense ratio, which is higher than VDADX's 0.07% expense ratio.
Dividends
MDCPX vs. VDADX - Dividend Comparison
MDCPX's dividend yield for the trailing twelve months is around 8.09%, more than VDADX's 1.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDCPX BlackRock Balanced Capital Fund Investor A Shares | 8.09% | 8.61% | 7.44% | 2.63% | 3.82% | 12.27% | 4.02% | 5.25% | 7.84% | 19.39% | 4.67% | 5.04% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.46% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
Frequently Asked Questions
MDCPX and VDADX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MDCPX has higher volatility (3.07%) compared to VDADX (2.55%). In terms of maximum drawdown, MDCPX dropped -41.98% vs VDADX's -31.70%.
MDCPX currently has the higher Sharpe Ratio (2.04 vs 1.87), 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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