MLUAX vs. OEGYX

In the year-to-date period, MLUAX achieves a -1.13% return, which is significantly lower than OEGYX's 0.66% return. Over the past 10 years, MLUAX has underperformed OEGYX with an annualized return of -2.34%, while OEGYX has yielded a comparatively higher 5.74% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

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.

The current MLUAX Sharpe Ratio is -0.22, which is lower than the OEGYX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of MLUAX and OEGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MLUAX's dividend yield for the trailing twelve months is around 0.91%, while OEGYX has not paid dividends to shareholders.

The maximum MLUAX drawdown since its inception was -62.28%, which is greater than OEGYX's maximum drawdown of -58.27%. Use the drawdown chart below to compare losses from any high point for MLUAX and OEGYX. For additional features, visit the drawdowns tool.

The current volatility for MassMutual Mid Cap Value Fund (MLUAX) is 0.65%, while Invesco Discovery Mid Cap Growth Fund (OEGYX) has a volatility of 6.14%. This indicates that MLUAX experiences smaller price fluctuations and is considered to be less risky than OEGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.