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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or AGTHX.
Correlation
The correlation between MDFGX and AGTHX is 0.91, 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.
Performance
MDFGX vs. AGTHX - Performance Comparison
Key characteristics
MDFGX:
0.43
AGTHX:
1.70
MDFGX:
0.68
AGTHX:
2.29
MDFGX:
1.10
AGTHX:
1.31
MDFGX:
0.39
AGTHX:
2.65
MDFGX:
1.16
AGTHX:
10.53
MDFGX:
8.00%
AGTHX:
2.53%
MDFGX:
21.95%
AGTHX:
15.63%
MDFGX:
-61.50%
AGTHX:
-51.65%
MDFGX:
-9.63%
AGTHX:
-0.20%
Returns By Period
In the year-to-date period, MDFGX achieves a 3.65% return, which is significantly lower than AGTHX's 6.45% return. Over the past 10 years, MDFGX has underperformed AGTHX with an annualized return of 4.33%, while AGTHX has yielded a comparatively higher 13.70% annualized return.
MDFGX
3.65%
1.91%
5.50%
11.38%
5.02%
4.33%
AGTHX
6.45%
2.96%
14.27%
28.69%
14.22%
13.70%
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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.
Risk-Adjusted Performance
MDFGX vs. AGTHX — Risk-Adjusted Performance Rank
MDFGX
AGTHX
MDFGX vs. AGTHX - Risk-Adjusted Performance 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.
Dividends
MDFGX vs. AGTHX - Dividend Comparison
MDFGX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 8.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 8.44% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
MDFGX vs. AGTHX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for MDFGX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. AGTHX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 6.13% compared to American Funds The Growth Fund of America Class A (AGTHX) at 3.79%. 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.