BBGLX vs. MEIKX
BBGLX (Bridge Builder Large Cap Growth Fund) and MEIKX (MFS Value Fund) are both mutual funds - BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder, while MEIKX is a Large Cap Value Equities fund managed by MFS. Over the past 10 years, BBGLX returned 13.13%/yr vs 10.47%/yr for MEIKX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. BBGLX charges 0.19%/yr vs 0.43%/yr for MEIKX.
Performance
BBGLX vs. MEIKX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGLX achieves a 2.60% return, which is significantly lower than MEIKX's 11.15% return. Over the past 10 years, BBGLX has outperformed MEIKX with an annualized return of 13.13%, while MEIKX has yielded a comparatively lower 10.47% annualized return.
BBGLX
- 1D
- 0.87%
- 1M
- -0.33%
- 6M
- 3.96%
- YTD
- 2.60%
- 1Y
- -0.15%
- 3Y*
- 11.07%
- 5Y*
- 5.51%
- 10Y*
- 13.13%
- ALL TIME*
- 12.05%
MEIKX
- 1D
- 0.51%
- 1M
- 1.74%
- 6M
- 7.40%
- YTD
- 11.15%
- 1Y
- 19.55%
- 3Y*
- 13.47%
- 5Y*
- 8.96%
- 10Y*
- 10.47%
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
MEIKX MFS Value Fund | $0.00 | $0.00 | $0.00 |
BBGLX vs. MEIKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 2.60% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
MEIKX MFS Value Fund | 11.15% | 13.37% | 11.98% | 8.32% | -5.92% | 25.59% | 4.09% | 30.18% | -9.81% | 17.26% |
Correlation
The correlation between BBGLX and MEIKX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.72 |
Over the past year, the correlation between BBGLX and MEIKX has dropped to 0.38 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
BBGLX vs. MEIKX — Risk / Return Rank
BBGLX
MEIKX
BBGLX vs. MEIKX - Risk-Adjusted Trends 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.
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.
| BBGLX | MEIKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.32 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.77 | -2.87 |
| Martin ratioReturn relative to average drawdown | -0.23 | 9.77 | -10.00 |
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Drawdowns
BBGLX vs. MEIKX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, smaller than the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for BBGLX and MEIKX.
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Drawdown Indicators
| BBGLX | MEIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.31% | -56.81% | +24.50% |
Max Drawdown (1Y)Largest decline over 1 year | -22.44% | -6.76% | -15.68% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -13.15% | -9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -17.50% | -14.81% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -36.68% | +4.37% |
Current DrawdownCurrent decline from peak | -9.00% | -0.54% | -8.46% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -9.38% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.66% | 1.92% | +7.74% |
Volatility
BBGLX vs. MEIKX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) has a higher volatility of 4.27% compared to MFS Value Fund (MEIKX) at 2.75%. 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.
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Volatility by Period
| BBGLX | MEIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 2.75% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 7.49% | +4.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 10.58% | +6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.78% | 13.88% | +5.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 16.48% | +2.98% |
BBGLX vs. MEIKX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Dividends
BBGLX vs. MEIKX - Dividend Comparison
BBGLX has not paid dividends to shareholders, while MEIKX's dividend yield for the trailing twelve months is around 8.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.00% | 0.00% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.80% | 0.92% | 0.52% |
MEIKX MFS Value Fund | 8.90% | 9.72% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.14% | 3.84% | 6.12% |
Frequently Asked Questions
BBGLX and MEIKX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBGLX has higher volatility (4.27%) compared to MEIKX (2.75%). In terms of maximum drawdown, BBGLX dropped -32.31% vs MEIKX's -56.81%.
MEIKX currently has the higher Sharpe Ratio (1.79 vs -0.13), 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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