MEFAX vs. FAMVX
MEFAX (MassMutual Mid Cap Growth Fund) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, MEFAX returned 9.85%/yr vs 10.41%/yr for FAMVX. Their correlation of 0.88 means they have usually moved in the same direction. MEFAX charges 1.20%/yr vs 1.19%/yr for FAMVX.
Performance
MEFAX vs. FAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, MEFAX achieves a 4.02% return, which is significantly lower than FAMVX's 8.80% return. Over the past 10 years, MEFAX has underperformed FAMVX with an annualized return of 9.85%, while FAMVX has yielded a comparatively higher 10.41% annualized return.
MEFAX
- 1D
- 0.78%
- 1M
- -2.45%
- 6M
- 2.68%
- YTD
- 4.02%
- 1Y
- 6.84%
- 3Y*
- 6.66%
- 5Y*
- 1.70%
- 10Y*
- 9.85%
- ALL TIME*
- 8.56%
FAMVX
- 1D
- -0.82%
- 1M
- 0.67%
- 6M
- 6.51%
- YTD
- 8.80%
- 1Y
- 12.03%
- 3Y*
- 11.54%
- 5Y*
- 7.10%
- 10Y*
- 10.41%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
MEFAX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | 4.02% | 3.19% | 10.80% | 19.11% | -24.58% | 13.75% | 25.52% | 40.75% | -3.88% | 24.12% |
FAMVX FAM Value Fund | 8.80% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between MEFAX and FAMVX is 0.81, 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. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since May 31, 2000 | 0.88 |
The correlation between MEFAX and FAMVX has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.
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Return for Risk
MEFAX vs. FAMVX — Risk / Return Rank
MEFAX
FAMVX
MEFAX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and FAM Value Fund (FAMVX). 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.
| MEFAX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.02 | -0.58 |
| Martin ratioReturn relative to average drawdown | 1.53 | 3.10 | -1.57 |
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Drawdowns
MEFAX vs. FAMVX - Drawdown Comparison
The maximum MEFAX drawdown since its inception was -56.04%, which is greater than FAMVX's maximum drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for MEFAX and FAMVX.
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Drawdown Indicators
| MEFAX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -51.12% | -4.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.45% | -9.47% | -0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -34.46% | -16.74% | -17.72% |
Max Drawdown (5Y)Largest decline over 5 years | -45.14% | -22.77% | -22.37% |
Max Drawdown (10Y)Largest decline over 10 years | -45.14% | -37.73% | -7.41% |
Current DrawdownCurrent decline from peak | -15.26% | -1.00% | -14.26% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -6.40% | -5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.11% | -0.15% |
Volatility
MEFAX vs. FAMVX - Volatility Comparison
The current volatility for MassMutual Mid Cap Growth Fund (MEFAX) is 2.87%, while FAM Value Fund (FAMVX) has a volatility of 3.48%. This indicates that MEFAX experiences smaller price fluctuations and is considered to be less risky than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEFAX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 3.48% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 10.60% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 13.94% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 17.13% | +10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 18.19% | +5.71% |
MEFAX vs. FAMVX - Expense Ratio Comparison
MEFAX has a 1.20% expense ratio, which is higher than FAMVX's 1.19% expense ratio.
Dividends
MEFAX vs. FAMVX - Dividend Comparison
MEFAX's dividend yield for the trailing twelve months is around 32.84%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
MEFAX MassMutual Mid Cap Growth Fund | 32.84% | 34.16% | 21.40% | 7.62% | 20.71% | 29.49% | 6.92% | 12.81% | 12.06% | 7.66% | 5.32% | 10.27% |
Frequently Asked Questions
MEFAX and FAMVX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FAMVX has higher volatility (3.48%) compared to MEFAX (2.87%). In terms of maximum drawdown, MEFAX dropped -56.04% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.69 vs 0.30), 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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