MEFAX vs. SMCWX
Compare and contrast key facts about MassMutual Mid Cap Growth Fund (MEFAX) and American Funds SMALLCAP World Fund Class A (SMCWX).
MEFAX is managed by MassMutual. It was launched on May 31, 2000. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
MEFAX vs. SMCWX - Performance Comparison
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MEFAX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | -3.31% | 3.19% | 10.80% | 19.11% | -24.58% | 13.75% | 25.52% | 40.75% | -3.88% | 24.12% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, MEFAX achieves a -3.31% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, MEFAX has outperformed SMCWX with an annualized return of 9.67%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
MEFAX
- 1D
- 3.10%
- 1M
- -6.87%
- YTD
- -3.31%
- 6M
- -2.93%
- 1Y
- 8.61%
- 3Y*
- 7.11%
- 5Y*
- 1.63%
- 10Y*
- 9.67%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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MEFAX vs. SMCWX - Expense Ratio Comparison
MEFAX has a 1.20% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
MEFAX vs. SMCWX — Risk / Return Rank
MEFAX
SMCWX
MEFAX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.17 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.72 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.66 | -0.98 |
Martin ratioReturn relative to average drawdown | 2.75 | 6.37 | -3.62 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.17 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.01 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.57 | -0.19 |
Correlation
The correlation between MEFAX and SMCWX is 0.90, 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
MEFAX vs. SMCWX - Dividend Comparison
MEFAX's dividend yield for the trailing twelve months is around 35.33%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | 35.33% | 34.16% | 21.40% | 7.62% | 20.71% | 29.49% | 6.92% | 12.81% | 12.06% | 7.66% | 5.32% | 10.27% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
MEFAX vs. SMCWX - Drawdown Comparison
The maximum MEFAX drawdown since its inception was -56.04%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for MEFAX and SMCWX.
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Drawdown Indicators
| MEFAX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -62.46% | +6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -11.83% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -45.14% | -39.79% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -45.14% | -39.79% | -5.35% |
Current DrawdownCurrent decline from peak | -21.23% | -10.12% | -11.11% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -14.98% | +3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.08% | +0.15% |
Volatility
MEFAX vs. SMCWX - Volatility Comparison
The current volatility for MassMutual Mid Cap Growth Fund (MEFAX) is 6.41%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that MEFAX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEFAX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 7.62% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 11.82% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.20% | 17.93% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.45% | 18.05% | +9.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 17.76% | +6.14% |