MDDVX vs. FFNOX
Compare and contrast key facts about BlackRock Equity Dividend Fund Investor A Shares (MDDVX) and Fidelity Multi-Asset Index Fund (FFNOX).
MDDVX is an actively managed fund by BlackRock. It was launched on Oct 21, 1994. FFNOX is managed by Fidelity. It was launched on Jun 29, 1999.
Performance
MDDVX vs. FFNOX - Performance Comparison
Loading graphics...
MDDVX vs. FFNOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | -3.62% | 21.43% | 6.78% | 12.39% | -4.17% | 19.86% | 3.74% | 27.30% | -7.42% | 16.06% |
FFNOX Fidelity Multi-Asset Index Fund | -3.78% | 20.18% | 13.05% | 19.29% | -18.02% | 17.05% | 16.30% | 25.09% | -6.58% | 17.09% |
Returns By Period
The year-to-date returns for both stocks are quite close, with MDDVX having a -3.62% return and FFNOX slightly lower at -3.78%. Both investments have delivered pretty close results over the past 10 years, with MDDVX having a 10.15% annualized return and FFNOX not far behind at 9.90%.
MDDVX
- 1D
- -0.15%
- 1M
- -8.44%
- YTD
- -3.62%
- 6M
- 1.29%
- 1Y
- 12.05%
- 3Y*
- 11.56%
- 5Y*
- 7.68%
- 10Y*
- 10.15%
FFNOX
- 1D
- -0.16%
- 1M
- -8.18%
- YTD
- -3.78%
- 6M
- -1.17%
- 1Y
- 15.66%
- 3Y*
- 13.45%
- 5Y*
- 7.51%
- 10Y*
- 9.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MDDVX vs. FFNOX - Expense Ratio Comparison
MDDVX has a 0.94% expense ratio, which is higher than FFNOX's 0.11% expense ratio.
Return for Risk
MDDVX vs. FFNOX — Risk / Return Rank
MDDVX
FFNOX
MDDVX vs. FFNOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Equity Dividend Fund Investor A Shares (MDDVX) and Fidelity Multi-Asset Index Fund (FFNOX). 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.
| MDDVX | FFNOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.08 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.58 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.36 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.19 | 6.23 | -2.05 |
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
| MDDVX | FFNOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.08 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.68 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.41 | +0.19 |
Correlation
The correlation between MDDVX and FFNOX is 0.87, 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
MDDVX vs. FFNOX - Dividend Comparison
MDDVX's dividend yield for the trailing twelve months is around 10.44%, more than FFNOX's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDDVX BlackRock Equity Dividend Fund Investor A Shares | 10.44% | 10.06% | 8.38% | 6.89% | 13.29% | 11.93% | 6.15% | 12.95% | 13.77% | 14.20% | 7.79% | 18.15% |
FFNOX Fidelity Multi-Asset Index Fund | 3.82% | 3.68% | 6.43% | 3.18% | 7.14% | 5.71% | 2.87% | 2.96% | 2.90% | 0.64% | 2.50% | 0.70% |
Drawdowns
MDDVX vs. FFNOX - Drawdown Comparison
The maximum MDDVX drawdown since its inception was -50.22%, roughly equal to the maximum FFNOX drawdown of -49.84%. Use the drawdown chart below to compare losses from any high point for MDDVX and FFNOX.
Loading graphics...
Drawdown Indicators
| MDDVX | FFNOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.22% | -49.84% | -0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -10.38% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -18.18% | -26.04% | +7.86% |
Max Drawdown (10Y)Largest decline over 10 years | -35.93% | -29.93% | -6.00% |
Current DrawdownCurrent decline from peak | -9.02% | -8.60% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -8.75% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.26% | +0.44% |
Volatility
MDDVX vs. FFNOX - Volatility Comparison
The current volatility for BlackRock Equity Dividend Fund Investor A Shares (MDDVX) is 4.05%, while Fidelity Multi-Asset Index Fund (FFNOX) has a volatility of 4.81%. This indicates that MDDVX experiences smaller price fluctuations and is considered to be less risky than FFNOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MDDVX | FFNOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.81% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 8.33% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 14.47% | +0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 13.64% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 14.50% | +1.78% |