Correlation
The correlation between PSGIX and MASKX is 0.82, 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.
PSGIX vs. MASKX
Compare and contrast key facts about BlackRock Advantage Small Cap Growth Fund (PSGIX) and iShares Russell 2000 Small-Cap Index Fund (MASKX).
PSGIX is managed by Blackrock. It was launched on Sep 14, 1993. MASKX is managed by Blackrock. It was launched on Apr 9, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSGIX or MASKX.
Performance
PSGIX vs. MASKX - Performance Comparison
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Key characteristics
PSGIX:
0.13
MASKX:
0.07
PSGIX:
0.33
MASKX:
0.25
PSGIX:
1.04
MASKX:
1.03
PSGIX:
0.09
MASKX:
0.05
PSGIX:
0.26
MASKX:
0.13
PSGIX:
9.63%
MASKX:
9.89%
PSGIX:
26.11%
MASKX:
24.69%
PSGIX:
-77.77%
MASKX:
-59.06%
PSGIX:
-14.60%
MASKX:
-14.82%
Returns By Period
In the year-to-date period, PSGIX achieves a -4.85% return, which is significantly higher than MASKX's -6.84% return. Over the past 10 years, PSGIX has outperformed MASKX with an annualized return of 7.52%, while MASKX has yielded a comparatively lower 6.55% annualized return.
PSGIX
-4.85%
5.86%
-12.20%
3.12%
8.67%
7.40%
7.52%
MASKX
-6.84%
4.70%
-14.58%
1.08%
5.00%
9.56%
6.55%
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PSGIX vs. MASKX - Expense Ratio Comparison
PSGIX has a 0.50% expense ratio, which is higher than MASKX's 0.12% expense ratio.
Risk-Adjusted Performance
PSGIX vs. MASKX — Risk-Adjusted Performance Rank
PSGIX
MASKX
PSGIX vs. MASKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Growth Fund (PSGIX) and iShares Russell 2000 Small-Cap Index Fund (MASKX). 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
PSGIX vs. MASKX - Dividend Comparison
PSGIX's dividend yield for the trailing twelve months is around 0.26%, less than MASKX's 5.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSGIX BlackRock Advantage Small Cap Growth Fund | 0.26% | 0.25% | 0.25% | 0.47% | 18.37% | 5.36% | 5.37% | 24.24% | 11.59% | 0.05% | 6.08% | 26.89% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 5.16% | 4.81% | 2.92% | 1.72% | 7.64% | 1.42% | 3.43% | 4.30% | 3.15% | 4.61% | 3.62% | 10.06% |
Drawdowns
PSGIX vs. MASKX - Drawdown Comparison
The maximum PSGIX drawdown since its inception was -77.77%, which is greater than MASKX's maximum drawdown of -59.06%. Use the drawdown chart below to compare losses from any high point for PSGIX and MASKX.
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Volatility
PSGIX vs. MASKX - Volatility Comparison
BlackRock Advantage Small Cap Growth Fund (PSGIX) and iShares Russell 2000 Small-Cap Index Fund (MASKX) have volatilities of 6.51% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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