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MLUAX vs. OEGYX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MLUAX vs. OEGYX

Last updated May 14, 2025

Compare and contrast key facts about MassMutual Mid Cap Value Fund (MLUAX) and Invesco Discovery Mid Cap Growth Fund (OEGYX).

MLUAX is managed by MassMutual. It was launched on Aug 29, 2006. OEGYX is managed by Invesco. It was launched on Nov 1, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MLUAX or OEGYX.

Correlation

The correlation between MLUAX and OEGYX 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.

Performance

MLUAX vs. OEGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual Mid Cap Value Fund (MLUAX) and Invesco Discovery Mid Cap Growth Fund (OEGYX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MLUAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

OEGYX

YTD

-3.08%

1M

15.36%

6M

-11.14%

1Y

2.89%

5Y*

5.21%

10Y*

5.09%

*Annualized

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MLUAX vs. OEGYX - Expense Ratio Comparison

MLUAX has a 1.16% expense ratio, which is higher than OEGYX's 0.78% expense ratio.

MLUAX
MassMutual Mid Cap Value Fund
OEGYX
Invesco Discovery Mid Cap Growth Fund

Risk-Adjusted Performance

MLUAX vs. OEGYX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MLUAX
The Risk-Adjusted Performance Rank of MLUAX is 2020
Overall Rank
The Sharpe Ratio Rank of MLUAX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of MLUAX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of MLUAX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of MLUAX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of MLUAX is 2424
Martin Ratio Rank
OEGYX
The Risk-Adjusted Performance Rank of OEGYX is 2323
Overall Rank
The Sharpe Ratio Rank of OEGYX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of OEGYX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of OEGYX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of OEGYX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of OEGYX is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MLUAX vs. OEGYX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MassMutual Mid Cap Value Fund (MLUAX) and Invesco Discovery Mid Cap Growth Fund (OEGYX). 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

MLUAX vs. OEGYX - Dividend Comparison

Neither MLUAX nor OEGYX has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
MLUAX
MassMutual Mid Cap Value Fund		0.91%0.90%0.98%1.65%0.00%0.93%1.33%0.85%0.96%0.94%0.58%0.58%
OEGYX
Invesco Discovery Mid Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MLUAX vs. OEGYX - Drawdown Comparison

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Volatility

MLUAX vs. OEGYX - Volatility Comparison

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