MDFGX vs. AGTHX
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and American Funds The Growth Fund of America Class A (AGTHX).
MDFGX is managed by BlackRock. It was launched on Dec 31, 1997. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
MDFGX vs. AGTHX - Performance Comparison
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MDFGX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | -9.14% | 12.63% | 31.58% | 48.77% | -37.83% | 20.78% | 40.16% | 31.89% | 1.81% | 32.37% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, MDFGX achieves a -9.14% return, which is significantly lower than AGTHX's -8.07% return. Both investments have delivered pretty close results over the past 10 years, with MDFGX having a 14.59% annualized return and AGTHX not far behind at 14.32%.
MDFGX
- 1D
- 3.98%
- 1M
- -5.67%
- YTD
- -9.14%
- 6M
- -10.50%
- 1Y
- 14.11%
- 3Y*
- 19.71%
- 5Y*
- 7.98%
- 10Y*
- 14.59%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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MDFGX vs. AGTHX - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
MDFGX vs. AGTHX — Risk / Return Rank
MDFGX
AGTHX
MDFGX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| MDFGX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.84 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.34 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.26 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.12 | 4.78 | -1.66 |
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
| MDFGX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.84 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.45 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.73 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Correlation
The correlation between MDFGX and AGTHX is 0.92, 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
MDFGX vs. AGTHX - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 21.47%, more than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 21.47% | 19.51% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
MDFGX vs. AGTHX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -47.99%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for MDFGX and AGTHX.
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Drawdown Indicators
| MDFGX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -51.91% | +3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -13.76% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -36.38% | -6.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -36.38% | -6.11% |
Current DrawdownCurrent decline from peak | -13.42% | -10.70% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -9.23% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.63% | +1.23% |
Volatility
MDFGX vs. AGTHX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 7.54% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDFGX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 6.76% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 12.13% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 21.01% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 20.23% | +3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 19.64% | +2.83% |