MEFAX vs. RIPIX
Compare and contrast key facts about MassMutual Mid Cap Growth Fund (MEFAX) and Royce International Premier Fund Institutional Class (RIPIX).
MEFAX is managed by MassMutual. It was launched on May 31, 2000. RIPIX is managed by Royce Investment Partners.
Performance
MEFAX vs. RIPIX - Performance Comparison
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MEFAX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | -6.22% | 3.19% | 10.80% | 19.11% | -24.58% | 13.75% | 25.52% | 40.75% | -8.52% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, MEFAX achieves a -6.22% return, which is significantly higher than RIPIX's -9.90% return.
MEFAX
- 1D
- -0.53%
- 1M
- -9.93%
- YTD
- -6.22%
- 6M
- -6.00%
- 1Y
- 5.69%
- 3Y*
- 6.02%
- 5Y*
- 1.34%
- 10Y*
- 9.34%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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MEFAX vs. RIPIX - Expense Ratio Comparison
MEFAX has a 1.20% expense ratio, which is higher than RIPIX's 1.04% expense ratio.
Return for Risk
MEFAX vs. RIPIX — Risk / Return Rank
MEFAX
RIPIX
MEFAX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| MEFAX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.14 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.55 | -0.09 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.99 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | -0.19 | +0.44 |
Martin ratioReturn relative to average drawdown | 1.04 | -0.51 | +1.55 |
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
| MEFAX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.14 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.30 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.04 | +0.33 |
Correlation
The correlation between MEFAX and RIPIX is 0.66, 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.
Dividends
MEFAX vs. RIPIX - Dividend Comparison
MEFAX's dividend yield for the trailing twelve months is around 36.42%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | 36.42% | 34.16% | 21.40% | 7.62% | 20.71% | 29.49% | 6.92% | 12.81% | 12.06% | 7.66% | 5.32% | 10.27% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
MEFAX vs. RIPIX - Drawdown Comparison
The maximum MEFAX drawdown since its inception was -56.04%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for MEFAX and RIPIX.
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Drawdown Indicators
| MEFAX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -41.89% | -14.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -16.38% | +3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -45.14% | -41.89% | -3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -45.14% | — | — |
Current DrawdownCurrent decline from peak | -23.60% | -33.58% | +9.98% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -17.83% | +6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 6.03% | -2.84% |
Volatility
MEFAX vs. RIPIX - Volatility Comparison
MassMutual Mid Cap Growth Fund (MEFAX) and Royce International Premier Fund Institutional Class (RIPIX) have volatilities of 5.33% and 5.45%, 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
| MEFAX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 5.45% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 9.22% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.00% | 13.61% | +6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 15.26% | +12.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.88% | 16.14% | +7.74% |