BBGLX vs. MEIKX
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and MFS Value Fund (MEIKX).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. MEIKX is managed by MFS. It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGLX or MEIKX.
Correlation
The correlation between BBGLX and MEIKX is 0.86, 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
BBGLX vs. MEIKX - Performance Comparison
Key characteristics
BBGLX:
0.04
MEIKX:
-0.01
BBGLX:
0.21
MEIKX:
0.16
BBGLX:
1.03
MEIKX:
1.03
BBGLX:
0.04
MEIKX:
0.04
BBGLX:
0.12
MEIKX:
0.09
BBGLX:
8.07%
MEIKX:
7.29%
BBGLX:
21.57%
MEIKX:
16.66%
BBGLX:
-36.93%
MEIKX:
-36.68%
BBGLX:
-13.40%
MEIKX:
-10.70%
Returns By Period
In the year-to-date period, BBGLX achieves a -4.09% return, which is significantly lower than MEIKX's 2.35% return. Over the past 10 years, BBGLX has outperformed MEIKX with an annualized return of 10.25%, while MEIKX has yielded a comparatively lower 5.82% annualized return.
BBGLX
-4.09%
15.22%
-11.15%
0.82%
9.79%
10.25%
MEIKX
2.35%
10.35%
-9.15%
-0.17%
7.86%
5.82%
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BBGLX vs. MEIKX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
BBGLX vs. MEIKX — Risk-Adjusted Performance Rank
BBGLX
MEIKX
BBGLX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and MFS Value Fund (MEIKX). 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
BBGLX vs. MEIKX - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 0.75%, less than MEIKX's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.75% | 0.72% | 0.78% | 0.71% | 0.51% | 0.55% | 0.89% | 1.14% | 0.79% | 0.92% | 0.52% | 0.00% |
MEIKX MFS Value Fund | 2.00% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
BBGLX vs. MEIKX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -36.93%, roughly equal to the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for BBGLX and MEIKX. For additional features, visit the drawdowns tool.
Volatility
BBGLX vs. MEIKX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 12.14% compared to MFS Value Fund (MEIKX) at 7.75%. This indicates that BBGLX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.