MEFAX vs. VLEQX
Compare and contrast key facts about MassMutual Mid Cap Growth Fund (MEFAX) and Villere Equity Fund (VLEQX).
MEFAX is managed by MassMutual. It was launched on May 31, 2000. VLEQX is managed by Villere. It was launched on May 31, 2013.
Performance
MEFAX vs. VLEQX - Performance Comparison
Loading graphics...
MEFAX vs. VLEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEFAX MassMutual Mid Cap Growth Fund | -6.22% | 3.19% | 10.80% | 19.11% | -24.58% | 13.75% | 25.52% | 40.75% | -3.88% | 24.12% |
VLEQX Villere Equity Fund | -2.26% | 0.26% | 1.50% | 11.37% | -24.50% | 5.80% | 14.77% | 24.50% | -6.98% | 7.34% |
Returns By Period
In the year-to-date period, MEFAX achieves a -6.22% return, which is significantly lower than VLEQX's -2.26% return. Over the past 10 years, MEFAX has outperformed VLEQX with an annualized return of 9.34%, while VLEQX has yielded a comparatively lower 3.10% annualized 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%
VLEQX
- 1D
- -0.09%
- 1M
- -6.66%
- YTD
- -2.26%
- 6M
- -2.53%
- 1Y
- -0.48%
- 3Y*
- 0.50%
- 5Y*
- -3.26%
- 10Y*
- 3.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MEFAX vs. VLEQX - Expense Ratio Comparison
MEFAX has a 1.20% expense ratio, which is lower than VLEQX's 1.22% expense ratio.
Return for Risk
MEFAX vs. VLEQX — Risk / Return Rank
MEFAX
VLEQX
MEFAX vs. VLEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Growth Fund (MEFAX) and Villere Equity Fund (VLEQX). 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 | VLEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.01 | +0.29 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.10 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.01 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | -0.18 | +0.44 |
Martin ratioReturn relative to average drawdown | 1.04 | -0.62 | +1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MEFAX | VLEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.01 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.17 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.16 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.07 | +0.30 |
Correlation
The correlation between MEFAX and VLEQX is 0.87, 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. VLEQX - Dividend Comparison
MEFAX's dividend yield for the trailing twelve months is around 36.42%, more than VLEQX's 0.55% 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% |
VLEQX Villere Equity Fund | 0.55% | 0.54% | 0.40% | 4.64% | 2.88% | 8.24% | 0.73% | 0.17% | 0.34% | 0.00% | 0.11% | 1.76% |
Drawdowns
MEFAX vs. VLEQX - Drawdown Comparison
The maximum MEFAX drawdown since its inception was -56.04%, which is greater than VLEQX's maximum drawdown of -35.60%. Use the drawdown chart below to compare losses from any high point for MEFAX and VLEQX.
Loading graphics...
Drawdown Indicators
| MEFAX | VLEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -35.60% | -20.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -11.43% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -45.14% | -33.46% | -11.68% |
Max Drawdown (10Y)Largest decline over 10 years | -45.14% | -35.60% | -9.54% |
Current DrawdownCurrent decline from peak | -23.60% | -21.05% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -11.39% | -12.40% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.36% | -0.17% |
Volatility
MEFAX vs. VLEQX - Volatility Comparison
MassMutual Mid Cap Growth Fund (MEFAX) has a higher volatility of 5.33% compared to Villere Equity Fund (VLEQX) at 3.41%. This indicates that MEFAX's price experiences larger fluctuations and is considered to be riskier than VLEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MEFAX | VLEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 3.41% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 8.30% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.00% | 16.28% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.41% | 19.28% | +8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.88% | 19.24% | +4.64% |