MDDAX vs. VDIGX

In the year-to-date period, MDDAX achieves a 1.67% return, which is significantly lower than VDIGX's 2.12% return. Over the past 10 years, MDDAX has underperformed VDIGX with an annualized return of 8.73%, while VDIGX has yielded a comparatively higher 10.53% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MDDAX has a 1.12% expense ratio, which is higher than VDIGX's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Diversified Value Fund (MDDAX) and Vanguard Dividend Growth Fund (VDIGX). 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.

The current MDDAX Sharpe Ratio is 0.65, which is comparable to the VDIGX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of MDDAX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MDDAX's dividend yield for the trailing twelve months is around 39.67%, more than VDIGX's 13.33% yield.

The maximum MDDAX drawdown since its inception was -63.45%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for MDDAX and VDIGX.

MassMutual Diversified Value Fund (MDDAX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 4.43% and 4.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.