MDGCX vs. NASDX
Compare and contrast key facts about BlackRock Advantage Global Fund, Inc. (MDGCX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
MDGCX is managed by BlackRock. It was launched on Aug 4, 1994. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
MDGCX vs. NASDX - Performance Comparison
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MDGCX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDGCX BlackRock Advantage Global Fund, Inc. | -1.19% | 23.61% | 10.87% | 22.43% | -17.94% | 17.52% | 15.61% | 25.54% | -11.73% | 23.41% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, MDGCX achieves a -1.19% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, MDGCX has underperformed NASDX with an annualized return of 10.95%, while NASDX has yielded a comparatively higher 19.08% annualized return.
MDGCX
- 1D
- -0.26%
- 1M
- -7.57%
- YTD
- -1.19%
- 6M
- 2.48%
- 1Y
- 23.45%
- 3Y*
- 15.56%
- 5Y*
- 8.79%
- 10Y*
- 10.95%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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MDGCX vs. NASDX - Expense Ratio Comparison
MDGCX has a 0.96% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Return for Risk
MDGCX vs. NASDX — Risk / Return Rank
MDGCX
NASDX
MDGCX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Global Fund, Inc. (MDGCX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| MDGCX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.88 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.40 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.31 | +0.48 |
Martin ratioReturn relative to average drawdown | 9.28 | 5.01 | +4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MDGCX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.88 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.63 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.85 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.29 | +0.34 |
Correlation
The correlation between MDGCX and NASDX is 0.78, 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
MDGCX vs. NASDX - Dividend Comparison
MDGCX's dividend yield for the trailing twelve months is around 9.02%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDGCX BlackRock Advantage Global Fund, Inc. | 9.02% | 8.91% | 7.78% | 1.42% | 1.75% | 16.75% | 3.77% | 1.73% | 4.06% | 34.82% | 0.65% | 5.18% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
MDGCX vs. NASDX - Drawdown Comparison
The maximum MDGCX drawdown since its inception was -48.25%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for MDGCX and NASDX.
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Drawdown Indicators
| MDGCX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -83.16% | +34.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.70% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | -35.33% | +8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -34.87% | -35.33% | +0.46% |
Current DrawdownCurrent decline from peak | -8.07% | -11.90% | +3.83% |
Average DrawdownAverage peak-to-trough decline | -9.98% | -34.59% | +24.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 3.32% | -1.02% |
Volatility
MDGCX vs. NASDX - Volatility Comparison
The current volatility for BlackRock Advantage Global Fund, Inc. (MDGCX) is 5.07%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that MDGCX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDGCX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.38% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 12.45% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 22.55% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 23.03% | -7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 22.61% | -5.40% |