MEFAX vs. VFAIX

In the year-to-date period, MEFAX achieves a -3.41% return, which is significantly lower than VFAIX's 4.58% return. Over the past 10 years, MEFAX has underperformed VFAIX with an annualized return of 8.24%, while VFAIX has yielded a comparatively higher 11.75% annualized return.

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MEFAX has a 1.20% expense ratio, which is higher than VFAIX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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.

The current MEFAX Sharpe Ratio is 0.17, which is lower than the VFAIX Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of MEFAX and VFAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEFAX's dividend yield for the trailing twelve months is around 22.16%, more than VFAIX's 1.77% yield.

The maximum MEFAX drawdown since its inception was -56.04%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for MEFAX and VFAIX.

MassMutual Mid Cap Growth Fund (MEFAX) has a higher volatility of 5.71% compared to Vanguard Financials Index Fund Admiral Shares (VFAIX) at 4.89%. This indicates that MEFAX's price experiences larger fluctuations and is considered to be riskier than VFAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.