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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or GWPCX.
Correlation
The correlation between MDFGX and GWPCX is 0.90, 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. GWPCX - Performance Comparison
Key characteristics
MDFGX:
0.34
GWPCX:
0.36
MDFGX:
0.66
GWPCX:
0.64
MDFGX:
1.09
GWPCX:
1.09
MDFGX:
0.38
GWPCX:
0.37
MDFGX:
1.27
GWPCX:
1.47
MDFGX:
7.33%
GWPCX:
4.92%
MDFGX:
27.11%
GWPCX:
19.89%
MDFGX:
-61.50%
GWPCX:
-34.59%
MDFGX:
-13.76%
GWPCX:
-9.76%
Returns By Period
In the year-to-date period, MDFGX achieves a -9.38% return, which is significantly lower than GWPCX's -4.76% return. Over the past 10 years, MDFGX has outperformed GWPCX with an annualized return of 13.11%, while GWPCX has yielded a comparatively lower 8.68% annualized return.
MDFGX
-9.38%
2.01%
-5.07%
7.87%
13.88%
13.11%
GWPCX
-4.76%
0.26%
-3.91%
6.79%
11.67%
8.68%
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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.
Risk-Adjusted Performance
MDFGX vs. GWPCX — Risk-Adjusted Performance Rank
MDFGX
GWPCX
MDFGX vs. GWPCX - Risk-Adjusted Performance 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.
Dividends
MDFGX vs. GWPCX - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 14.05%, more than GWPCX's 5.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 14.05% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% | 23.29% |
GWPCX American Funds Growth Portfolio Class C | 5.87% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% | 2.77% |
Drawdowns
MDFGX vs. GWPCX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, 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. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. GWPCX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 17.15% compared to American Funds Growth Portfolio Class C (GWPCX) at 13.61%. 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.