Correlation
The correlation between MEFAX and VEMPX is 0.88, 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.
MEFAX vs. VEMPX
Compare and contrast key facts about MassMutual Mid Cap Growth Fund (MEFAX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX).
MEFAX is managed by MassMutual. It was launched on May 31, 2000. VEMPX is managed by Vanguard. It was launched on Jan 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEFAX or VEMPX.
Performance
MEFAX vs. VEMPX - Performance Comparison
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Key characteristics
MEFAX:
0.17
VEMPX:
0.40
MEFAX:
0.28
VEMPX:
0.69
MEFAX:
1.04
VEMPX:
1.09
MEFAX:
0.08
VEMPX:
0.33
MEFAX:
0.25
VEMPX:
1.03
MEFAX:
8.02%
VEMPX:
8.69%
MEFAX:
21.09%
VEMPX:
24.70%
MEFAX:
-56.04%
VEMPX:
-41.62%
MEFAX:
-10.31%
VEMPX:
-10.84%
Returns By Period
In the year-to-date period, MEFAX achieves a -3.41% return, which is significantly lower than VEMPX's -3.10% return. Both investments have delivered pretty close results over the past 10 years, with MEFAX having a 8.24% annualized return and VEMPX not far ahead at 8.51%.
MEFAX
-3.41%
6.04%
-8.94%
3.27%
6.87%
7.23%
8.24%
VEMPX
-3.10%
6.61%
-9.93%
9.56%
9.66%
11.37%
8.51%
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MEFAX vs. VEMPX - Expense Ratio Comparison
MEFAX has a 1.20% expense ratio, which is higher than VEMPX's 0.04% expense ratio.
Risk-Adjusted Performance
MEFAX vs. VEMPX — Risk-Adjusted Performance Rank
MEFAX
VEMPX
MEFAX vs. VEMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX). 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.
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Dividends
MEFAX vs. VEMPX - Dividend Comparison
MEFAX's dividend yield for the trailing twelve months is around 22.16%, more than VEMPX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | 22.16% | 21.40% | 7.62% | 20.71% | 29.49% | 6.92% | 6.40% | 12.06% | 7.66% | 5.32% | 10.27% | 12.42% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.23% | 1.11% | 1.28% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% | 1.36% |
Drawdowns
MEFAX vs. VEMPX - Drawdown Comparison
The maximum MEFAX drawdown since its inception was -56.04%, which is greater than VEMPX's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for MEFAX and VEMPX.
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Volatility
MEFAX vs. VEMPX - Volatility Comparison
The current volatility for MassMutual Mid Cap Growth Fund (MEFAX) is 5.71%, while Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) has a volatility of 6.28%. This indicates that MEFAX experiences smaller price fluctuations and is considered to be less risky than VEMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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