MSVVX vs. LPCIX
MSVVX (MetLife Small Company Equity Fund) and LPCIX (MetLife Core Plus Fund) are both mutual funds - MSVVX is a Small Cap Blend Equities fund managed by MetLife, while LPCIX is a Intermediate Core-Plus Bond fund managed by MetLife. Over the past 5 years, MSVVX returned 9.77%/yr vs -0.58%/yr for LPCIX. Their 0.04 correlation means their historical movements had little consistent relationship. MSVVX charges 3.06%/yr vs 0.64%/yr for LPCIX.
Performance
MSVVX vs. LPCIX - Performance Comparison
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Returns By Period
In the year-to-date period, MSVVX achieves a 14.54% return, which is significantly higher than LPCIX's 0.01% return.
MSVVX
- 1D
- 1.95%
- 1M
- 3.23%
- 6M
- 9.32%
- YTD
- 14.54%
- 1Y
- 23.78%
- 3Y*
- 12.60%
- 5Y*
- 9.77%
- 10Y*
- —
- ALL TIME*
- 12.46%
LPCIX
- 1D
- 0.47%
- 1M
- -0.70%
- 6M
- -0.22%
- YTD
- 0.01%
- 1Y
- 2.24%
- 3Y*
- 4.14%
- 5Y*
- -0.58%
- 10Y*
- 1.52%
- ALL TIME*
- 1.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MSVVX vs. LPCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSVVX MetLife Small Company Equity Fund | 14.54% | 8.85% | 13.89% | 12.04% | -5.18% | 26.12% | 7.06% | 22.95% | -2.26% |
LPCIX MetLife Core Plus Fund | 0.01% | 7.16% | 1.27% | 5.52% | -14.24% | -0.99% | 7.58% | 9.56% | 0.29% |
Correlation
The correlation between MSVVX and LPCIX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2018 | 0.04 |
Over the past year, MSVVX and LPCIX have become more correlated (0.42) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
MSVVX vs. LPCIX — Risk / Return Rank
MSVVX
LPCIX
MSVVX vs. LPCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MetLife Small Company Equity Fund (MSVVX) and MetLife Core Plus Fund (LPCIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSVVX | LPCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.11 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.88 | +0.94 |
| Martin ratioReturn relative to average drawdown | 5.90 | 2.14 | +3.75 |
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Drawdowns
MSVVX vs. LPCIX - Drawdown Comparison
The maximum MSVVX drawdown since its inception was -43.18%, which is greater than LPCIX's maximum drawdown of -18.98%. Use the drawdown chart below to compare losses from any high point for MSVVX and LPCIX.
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Drawdown Indicators
| MSVVX | LPCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -18.98% | -24.20% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -2.71% | -10.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.20% | -5.64% | -18.56% |
Max Drawdown (5Y)Largest decline over 5 years | -24.20% | -18.98% | -5.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.98% | — |
Current DrawdownCurrent decline from peak | 0.00% | -3.07% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -4.40% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 1.10% | +2.99% |
Volatility
MSVVX vs. LPCIX - Volatility Comparison
MetLife Small Company Equity Fund (MSVVX) has a higher volatility of 4.53% compared to MetLife Core Plus Fund (LPCIX) at 1.22%. This indicates that MSVVX's price experiences larger fluctuations and is considered to be riskier than LPCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSVVX | LPCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 1.22% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 3.03% | +9.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 3.74% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 6.02% | +14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 4.94% | +18.98% |
MSVVX vs. LPCIX - Expense Ratio Comparison
MSVVX has a 3.06% expense ratio, which is higher than LPCIX's 0.64% expense ratio.
Dividends
MSVVX vs. LPCIX - Dividend Comparison
MSVVX's dividend yield for the trailing twelve months is around 149.12%, more than LPCIX's 4.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPCIX MetLife Core Plus Fund | 4.39% | 4.12% | 3.43% | 3.95% | 2.58% | 1.52% | 2.48% | 5.87% | 2.73% | 2.63% | 2.66% | 2.04% |
MSVVX MetLife Small Company Equity Fund | 149.12% | 170.80% | 7.98% | 4.49% | 2.89% | 23.76% | 0.44% | 7.93% | 0.45% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSVVX and LPCIX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSVVX has higher volatility (4.53%) compared to LPCIX (1.22%). In terms of maximum drawdown, MSVVX dropped -43.18% vs LPCIX's -18.98%.
MSVVX currently has the higher Sharpe Ratio (1.40 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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