SFGIX vs. MALOX
Compare and contrast key facts about Seafarer Overseas Growth and Income Fund (SFGIX) and BlackRock Global Allocation Fund (MALOX).
SFGIX is managed by Seafarer Funds. It was launched on Feb 14, 2012. MALOX is managed by Blackrock. It was launched on Feb 2, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFGIX or MALOX.
Correlation
The correlation between SFGIX and MALOX is 0.73, 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
SFGIX vs. MALOX - Performance Comparison
Key characteristics
SFGIX:
0.03
MALOX:
0.44
SFGIX:
0.12
MALOX:
0.62
SFGIX:
1.01
MALOX:
1.09
SFGIX:
0.02
MALOX:
0.23
SFGIX:
0.07
MALOX:
1.37
SFGIX:
4.82%
MALOX:
3.19%
SFGIX:
10.35%
MALOX:
9.97%
SFGIX:
-40.17%
MALOX:
-34.53%
SFGIX:
-17.22%
MALOX:
-13.83%
Returns By Period
In the year-to-date period, SFGIX achieves a 5.37% return, which is significantly higher than MALOX's 3.05% return. Over the past 10 years, SFGIX has outperformed MALOX with an annualized return of 2.28%, while MALOX has yielded a comparatively lower 0.42% annualized return.
SFGIX
5.37%
3.58%
-2.92%
-0.36%
2.47%
2.28%
MALOX
3.05%
-0.00%
-0.11%
3.16%
0.49%
0.42%
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SFGIX vs. MALOX - Expense Ratio Comparison
SFGIX has a 1.00% expense ratio, which is higher than MALOX's 0.81% expense ratio.
Risk-Adjusted Performance
SFGIX vs. MALOX — Risk-Adjusted Performance Rank
SFGIX
MALOX
SFGIX vs. MALOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Growth and Income Fund (SFGIX) and BlackRock Global Allocation Fund (MALOX). 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
SFGIX vs. MALOX - Dividend Comparison
SFGIX's dividend yield for the trailing twelve months is around 3.12%, more than MALOX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFGIX Seafarer Overseas Growth and Income Fund | 3.12% | 3.28% | 2.06% | 1.73% | 2.16% | 1.20% | 2.49% | 1.09% | 2.74% | 1.72% | 1.06% | 1.77% |
MALOX BlackRock Global Allocation Fund | 1.28% | 1.32% | 1.55% | 0.00% | 1.29% | 0.66% | 1.39% | 0.94% | 1.25% | 1.28% | 1.37% | 2.64% |
Drawdowns
SFGIX vs. MALOX - Drawdown Comparison
The maximum SFGIX drawdown since its inception was -40.17%, which is greater than MALOX's maximum drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for SFGIX and MALOX. For additional features, visit the drawdowns tool.
Volatility
SFGIX vs. MALOX - Volatility Comparison
Seafarer Overseas Growth and Income Fund (SFGIX) and BlackRock Global Allocation Fund (MALOX) have volatilities of 2.24% and 2.17%, 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.