MPV vs. ADX
Compare and contrast key facts about Barings Participation Investors (MPV) and Adams Diversified Equity Fund, Inc. (ADX).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPV or ADX.
Correlation
The correlation between MPV and ADX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MPV vs. ADX - Performance Comparison
Key characteristics
MPV:
1.41
ADX:
2.01
MPV:
1.99
ADX:
2.77
MPV:
1.28
ADX:
1.36
MPV:
2.26
ADX:
3.04
MPV:
7.07
ADX:
10.91
MPV:
3.30%
ADX:
2.58%
MPV:
16.57%
ADX:
14.07%
MPV:
-54.02%
ADX:
-56.83%
MPV:
-0.91%
ADX:
0.00%
Returns By Period
In the year-to-date period, MPV achieves a 1.46% return, which is significantly lower than ADX's 6.00% return. Both investments have delivered pretty close results over the past 10 years, with MPV having a 11.44% annualized return and ADX not far ahead at 11.60%.
MPV
1.46%
-0.91%
16.60%
25.87%
8.55%
11.44%
ADX
6.00%
2.26%
10.31%
28.95%
12.72%
11.60%
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Risk-Adjusted Performance
MPV vs. ADX — Risk-Adjusted Performance Rank
MPV
ADX
MPV vs. ADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and Adams Diversified Equity Fund, Inc. (ADX). 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.
Dividends
MPV vs. ADX - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 9.05%, less than ADX's 13.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.05% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% | 8.16% |
ADX Adams Diversified Equity Fund, Inc. | 13.94% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
Drawdowns
MPV vs. ADX - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, roughly equal to the maximum ADX drawdown of -56.83%. Use the drawdown chart below to compare losses from any high point for MPV and ADX. For additional features, visit the drawdowns tool.
Volatility
MPV vs. ADX - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 8.04% compared to Adams Diversified Equity Fund, Inc. (ADX) at 2.85%. This indicates that MPV's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.