MDFGX vs. USA
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and Liberty All-Star Equity Fund (USA).
MDFGX is managed by Blackrock. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or USA.
Correlation
The correlation between MDFGX and USA is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MDFGX vs. USA - Performance Comparison
Key characteristics
MDFGX:
0.34
USA:
0.17
MDFGX:
0.66
USA:
0.37
MDFGX:
1.09
USA:
1.05
MDFGX:
0.38
USA:
0.18
MDFGX:
1.27
USA:
0.68
MDFGX:
7.33%
USA:
4.62%
MDFGX:
27.11%
USA:
18.33%
MDFGX:
-61.50%
USA:
-69.05%
MDFGX:
-13.76%
USA:
-10.09%
Returns By Period
In the year-to-date period, MDFGX achieves a -9.38% return, which is significantly lower than USA's -4.90% return. Over the past 10 years, MDFGX has outperformed USA with an annualized return of 13.11%, while USA has yielded a comparatively lower 11.59% annualized return.
MDFGX
-9.38%
2.01%
-5.07%
7.87%
13.88%
13.11%
USA
-4.90%
-1.29%
-6.04%
2.71%
14.73%
11.59%
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Risk-Adjusted Performance
MDFGX vs. USA — Risk-Adjusted Performance Rank
MDFGX
USA
MDFGX vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and Liberty All-Star Equity Fund (USA). 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. USA - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 14.05%, more than USA's 10.79% 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% |
USA Liberty All-Star Equity Fund | 10.79% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
MDFGX vs. USA - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, smaller than the maximum USA drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for MDFGX and USA. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. USA - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 17.15% compared to Liberty All-Star Equity Fund (USA) at 11.99%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.