MDFGX vs. LIVIX
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and BlackRock LifePath Index 2055 Fund (LIVIX).
MDFGX is managed by BlackRock. It was launched on Dec 31, 1997. LIVIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
MDFGX vs. LIVIX - Performance Comparison
Loading graphics...
MDFGX vs. LIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | -12.62% | 12.63% | 31.58% | 48.77% | -37.83% | 20.78% | 40.16% | 31.89% | 1.81% | 32.37% |
LIVIX BlackRock LifePath Index 2055 Fund | -4.27% | 21.57% | 13.60% | 21.62% | -18.38% | 18.75% | 14.99% | 26.76% | -7.83% | 21.38% |
Returns By Period
In the year-to-date period, MDFGX achieves a -12.62% return, which is significantly lower than LIVIX's -4.27% return. Over the past 10 years, MDFGX has outperformed LIVIX with an annualized return of 14.14%, while LIVIX has yielded a comparatively lower 10.44% annualized return.
MDFGX
- 1D
- -0.75%
- 1M
- -9.01%
- YTD
- -12.62%
- 6M
- -13.55%
- 1Y
- 10.68%
- 3Y*
- 18.17%
- 5Y*
- 7.58%
- 10Y*
- 14.14%
LIVIX
- 1D
- -0.26%
- 1M
- -8.84%
- YTD
- -4.27%
- 6M
- -1.37%
- 1Y
- 17.75%
- 3Y*
- 14.56%
- 5Y*
- 8.15%
- 10Y*
- 10.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MDFGX vs. LIVIX - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is higher than LIVIX's 0.10% expense ratio.
Return for Risk
MDFGX vs. LIVIX — Risk / Return Rank
MDFGX
LIVIX
MDFGX vs. LIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and BlackRock LifePath Index 2055 Fund (LIVIX). 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 | LIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.06 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.58 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.24 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.34 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.66 | 6.36 | -4.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MDFGX | LIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.06 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.52 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.63 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.57 | -0.17 |
Correlation
The correlation between MDFGX and LIVIX is 0.86, 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. LIVIX - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 22.33%, more than LIVIX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 22.33% | 19.51% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% |
LIVIX BlackRock LifePath Index 2055 Fund | 2.59% | 2.48% | 0.01% | 2.04% | 1.96% | 2.04% | 1.56% | 2.95% | 2.35% | 2.27% | 1.54% | 2.88% |
Drawdowns
MDFGX vs. LIVIX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -47.99%, which is greater than LIVIX's maximum drawdown of -34.44%. Use the drawdown chart below to compare losses from any high point for MDFGX and LIVIX.
Loading graphics...
Drawdown Indicators
| MDFGX | LIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -34.44% | -13.55% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -11.82% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -26.45% | -16.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -34.44% | -8.05% |
Current DrawdownCurrent decline from peak | -16.74% | -9.44% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -4.56% | -6.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 2.49% | +2.30% |
Volatility
MDFGX vs. LIVIX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 6.18% compared to BlackRock LifePath Index 2055 Fund (LIVIX) at 5.26%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than LIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MDFGX | LIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 5.26% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 9.30% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.35% | 16.87% | +6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 15.71% | +7.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 16.64% | +5.79% |