MDFGX vs. VTI
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and Vanguard Total Stock Market ETF (VTI).
MDFGX is managed by Blackrock. It was launched on Dec 31, 1997. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or VTI.
Correlation
The correlation between MDFGX and VTI 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.
Performance
MDFGX vs. VTI - Performance Comparison
Key characteristics
MDFGX:
0.35
VTI:
1.65
MDFGX:
0.59
VTI:
2.23
MDFGX:
1.08
VTI:
1.30
MDFGX:
0.33
VTI:
2.50
MDFGX:
0.97
VTI:
9.95
MDFGX:
8.03%
VTI:
2.16%
MDFGX:
22.06%
VTI:
13.04%
MDFGX:
-61.50%
VTI:
-55.45%
MDFGX:
-12.56%
VTI:
-2.38%
Returns By Period
In the year-to-date period, MDFGX achieves a 0.30% return, which is significantly lower than VTI's 2.11% return. Over the past 10 years, MDFGX has underperformed VTI with an annualized return of 3.99%, while VTI has yielded a comparatively higher 12.40% annualized return.
MDFGX
0.30%
-4.13%
2.88%
4.42%
4.32%
3.99%
VTI
2.11%
-1.56%
7.28%
19.09%
13.48%
12.40%
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. VTI - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
MDFGX vs. VTI — Risk-Adjusted Performance Rank
MDFGX
VTI
MDFGX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
MDFGX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MDFGX vs. VTI - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MDFGX and VTI. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. VTI - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 6.28% compared to Vanguard Total Stock Market ETF (VTI) at 3.46%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.