MDFGX vs. GWPCX
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and American Funds Growth Portfolio Class C (GWPCX).
MDFGX is managed by BlackRock. It was launched on Dec 31, 1997. GWPCX is managed by American Funds. It was launched on May 18, 2012.
Performance
MDFGX vs. GWPCX - Performance Comparison
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MDFGX vs. GWPCX - 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% |
GWPCX American Funds Growth Portfolio Class C | -5.80% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
Returns By Period
In the year-to-date period, MDFGX achieves a -9.14% return, which is significantly lower than GWPCX's -5.80% return. Over the past 10 years, MDFGX has outperformed GWPCX with an annualized return of 14.59%, while GWPCX has yielded a comparatively lower 11.07% annualized return.
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%
GWPCX
- 1D
- 3.38%
- 1M
- -6.95%
- YTD
- -5.80%
- 6M
- -3.65%
- 1Y
- 18.27%
- 3Y*
- 16.43%
- 5Y*
- 6.86%
- 10Y*
- 11.07%
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MDFGX vs. GWPCX - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is lower than GWPCX's 1.49% expense ratio.
Return for Risk
MDFGX vs. GWPCX — Risk / Return Rank
MDFGX
GWPCX
MDFGX vs. GWPCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and American Funds Growth Portfolio Class C (GWPCX). 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 | GWPCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.01 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.54 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.56 | -0.66 |
Martin ratioReturn relative to average drawdown | 3.12 | 6.32 | -3.20 |
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 | GWPCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.01 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.38 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.62 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.63 | -0.22 |
Correlation
The correlation between MDFGX and GWPCX 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.
Dividends
MDFGX vs. GWPCX - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 21.47%, more than GWPCX's 5.98% 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% |
GWPCX American Funds Growth Portfolio Class C | 5.98% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
Drawdowns
MDFGX vs. GWPCX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -47.99%, which is greater than GWPCX's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MDFGX and GWPCX.
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Drawdown Indicators
| MDFGX | GWPCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -34.59% | -13.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -11.88% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -34.59% | -7.90% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -34.59% | -7.90% |
Current DrawdownCurrent decline from peak | -13.42% | -8.90% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -6.03% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.94% | +1.92% |
Volatility
MDFGX vs. GWPCX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 7.54% compared to American Funds Growth Portfolio Class C (GWPCX) at 6.58%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than GWPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDFGX | GWPCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 6.58% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 11.25% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 18.84% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 18.17% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 17.96% | +4.51% |