MDFGX vs. IJR

In the year-to-date period, MDFGX achieves a -1.62% return, which is significantly higher than IJR's -8.99% return. Over the past 10 years, MDFGX has underperformed IJR with an annualized return of 3.48%, while IJR has yielded a comparatively higher 7.48% annualized return.

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MDFGX has a 0.97% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and iShares Core S&P Small-Cap ETF (IJR). 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.

The current MDFGX Sharpe Ratio is -0.03, which is higher than the IJR Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of MDFGX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MDFGX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.26%.

The maximum MDFGX drawdown since its inception was -61.50%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for MDFGX and IJR. For additional features, visit the drawdowns tool.

BlackRock Capital Appreciation Fund (MDFGX) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 6.11% and 6.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.