MDLVX vs. LSVVX
MDLVX (BlackRock Advantage Large Cap Value Fund Investor A) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 10 years, MDLVX returned 12.57%/yr vs 11.14%/yr for LSVVX. Their 0.96 correlation means they have historically moved very closely together. MDLVX charges 0.79%/yr vs 0.35%/yr for LSVVX.
Performance
MDLVX vs. LSVVX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with MDLVX having a 21.24% return and LSVVX slightly higher at 21.51%. Over the past 10 years, MDLVX has outperformed LSVVX with an annualized return of 12.57%, while LSVVX has yielded a comparatively lower 11.14% annualized return.
MDLVX
- 1D
- -1.14%
- 1M
- 2.39%
- 6M
- 16.49%
- YTD
- 21.24%
- 1Y
- 33.78%
- 3Y*
- 19.95%
- 5Y*
- 12.43%
- 10Y*
- 12.57%
- ALL TIME*
- 8.89%
LSVVX
- 1D
- 1.06%
- 1M
- 3.68%
- 6M
- 17.93%
- YTD
- 21.51%
- 1Y
- 36.33%
- 3Y*
- 16.07%
- 5Y*
- 11.28%
- 10Y*
- 11.14%
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MDLVX vs. LSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDLVX BlackRock Advantage Large Cap Value Fund Investor A | 21.24% | 18.11% | 15.08% | 13.43% | -8.89% | 26.20% | 3.64% | 24.39% | -7.94% | 15.80% |
LSVVX LSV Conservative Value Equity Fund | 21.51% | 19.63% | 3.97% | 12.19% | -4.02% | 28.57% | -3.46% | 25.29% | -11.10% | 16.18% |
Correlation
The correlation between MDLVX and LSVVX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.96 |
The correlation between MDLVX and LSVVX has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
MDLVX vs. LSVVX — Risk / Return Rank
MDLVX
LSVVX
MDLVX vs. LSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Value Fund Investor A (MDLVX) and LSV Conservative Value Equity Fund (LSVVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MDLVX | LSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.59 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 5.19 | 5.81 | -0.62 |
| Martin ratioReturn relative to average drawdown | 23.94 | 22.72 | +1.22 |
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Drawdowns
MDLVX vs. LSVVX - Drawdown Comparison
The maximum MDLVX drawdown since its inception was -55.49%, smaller than the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for MDLVX and LSVVX.
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Drawdown Indicators
| MDLVX | LSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.49% | -61.62% | +6.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.54% | -6.23% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -16.19% | -24.61% | +8.42% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -24.61% | +4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -40.61% | +3.50% |
Current DrawdownCurrent decline from peak | -1.14% | 0.00% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -12.10% | +3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 1.60% | -0.17% |
Volatility
MDLVX vs. LSVVX - Volatility Comparison
BlackRock Advantage Large Cap Value Fund Investor A (MDLVX) and LSV Conservative Value Equity Fund (LSVVX) have volatilities of 2.65% and 2.55%, 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.
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Volatility by Period
| MDLVX | LSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.55% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 8.08% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.35% | 11.19% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 15.84% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 18.42% | -1.19% |
MDLVX vs. LSVVX - Expense Ratio Comparison
MDLVX has a 0.79% expense ratio, which is higher than LSVVX's 0.35% expense ratio.
Dividends
MDLVX vs. LSVVX - Dividend Comparison
MDLVX's dividend yield for the trailing twelve months is around 10.88%, less than LSVVX's 11.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVVX LSV Conservative Value Equity Fund | 11.26% | 13.69% | 2.45% | 6.57% | 5.41% | 3.67% | 2.40% | 21.48% | 3.91% | 1.98% | 2.37% | 2.38% |
MDLVX BlackRock Advantage Large Cap Value Fund Investor A | 10.88% | 9.33% | 14.55% | 2.68% | 5.86% | 17.69% | 1.49% | 3.76% | 12.92% | 0.43% | 1.06% | 0.70% |
Frequently Asked Questions
With a correlation of 0.91, MDLVX and LSVVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MDLVX has higher volatility (2.65%) compared to LSVVX (2.55%). In terms of maximum drawdown, MDLVX dropped -55.49% vs LSVVX's -61.62%.
LSVVX currently has the higher Sharpe Ratio (3.24 vs 2.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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