MDCPX vs. VTCLX
Compare and contrast key facts about BlackRock Balanced Capital Fund Investor A Shares (MDCPX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
MDCPX is an actively managed fund by BlackRock. It was launched on Nov 8, 1973. VTCLX is managed by BlackRock. It was launched on Sep 6, 1994.
Performance
MDCPX vs. VTCLX - Performance Comparison
Loading graphics...
MDCPX vs. VTCLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDCPX BlackRock Balanced Capital Fund Investor A Shares | -2.05% | 15.32% | 12.47% | 16.59% | -15.70% | 16.49% | 15.07% | 21.59% | -3.48% | 14.24% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | -6.78% | 17.44% | 23.76% | 26.62% | -19.07% | 26.87% | 21.08% | 31.47% | -4.98% | 22.40% |
Returns By Period
In the year-to-date period, MDCPX achieves a -2.05% return, which is significantly higher than VTCLX's -6.78% return. Over the past 10 years, MDCPX has underperformed VTCLX with an annualized return of 9.19%, while VTCLX has yielded a comparatively higher 13.66% annualized return.
MDCPX
- 1D
- 0.00%
- 1M
- -6.02%
- YTD
- -2.05%
- 6M
- -0.03%
- 1Y
- 12.69%
- 3Y*
- 11.73%
- 5Y*
- 7.22%
- 10Y*
- 9.19%
VTCLX
- 1D
- -0.40%
- 1M
- -7.66%
- YTD
- -6.78%
- 6M
- -4.38%
- 1Y
- 14.65%
- 3Y*
- 16.84%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MDCPX vs. VTCLX - Expense Ratio Comparison
MDCPX has a 0.78% expense ratio, which is higher than VTCLX's 0.09% expense ratio.
Return for Risk
MDCPX vs. VTCLX — Risk / Return Rank
MDCPX
VTCLX
MDCPX vs. VTCLX - 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 Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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 | VTCLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.84 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.30 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.06 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.57 | 5.18 | +1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MDCPX | VTCLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.84 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.63 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.75 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.49 | +0.14 |
Correlation
The correlation between MDCPX and VTCLX is 0.95, 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.
Dividends
MDCPX vs. VTCLX - Dividend Comparison
MDCPX's dividend yield for the trailing twelve months is around 8.79%, more than VTCLX's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDCPX BlackRock Balanced Capital Fund Investor A Shares | 8.79% | 8.61% | 7.44% | 2.63% | 3.82% | 12.27% | 4.02% | 5.25% | 7.84% | 19.39% | 4.67% | 5.04% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.01% | 0.93% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% |
Drawdowns
MDCPX vs. VTCLX - Drawdown Comparison
The maximum MDCPX drawdown since its inception was -41.98%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for MDCPX and VTCLX.
Loading graphics...
Drawdown Indicators
| MDCPX | VTCLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.98% | -55.18% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -12.20% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.99% | -24.98% | +2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -24.58% | -34.56% | +9.98% |
Current DrawdownCurrent decline from peak | -6.22% | -8.79% | +2.57% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -7.61% | +2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.50% | -0.75% |
Volatility
MDCPX vs. VTCLX - Volatility Comparison
The current volatility for BlackRock Balanced Capital Fund Investor A Shares (MDCPX) is 3.53%, while Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) has a volatility of 4.33%. This indicates that MDCPX experiences smaller price fluctuations and is considered to be less risky than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MDCPX | VTCLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 4.33% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 9.24% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.37% | 18.24% | -7.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.99% | 17.19% | -6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.41% | 18.24% | -6.83% |