BBIEX vs. MEIKX
Compare and contrast key facts about Bridge Builder International Equity Fund (BBIEX) and MFS Value Fund (MEIKX).
BBIEX is managed by Bridge Builder. It was launched on Jul 6, 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: BBIEX or MEIKX.
Correlation
The correlation between BBIEX and MEIKX is 0.75, 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
BBIEX vs. MEIKX - Performance Comparison
Key characteristics
BBIEX:
0.84
MEIKX:
0.55
BBIEX:
1.23
MEIKX:
0.75
BBIEX:
1.15
MEIKX:
1.12
BBIEX:
0.75
MEIKX:
0.51
BBIEX:
2.26
MEIKX:
1.40
BBIEX:
4.70%
MEIKX:
4.96%
BBIEX:
12.74%
MEIKX:
12.57%
BBIEX:
-37.67%
MEIKX:
-36.68%
BBIEX:
-4.10%
MEIKX:
-8.25%
Returns By Period
In the year-to-date period, BBIEX achieves a 8.53% return, which is significantly higher than MEIKX's 5.17% return.
BBIEX
8.53%
5.03%
1.12%
10.37%
4.79%
N/A
MEIKX
5.17%
1.33%
-2.67%
6.24%
4.43%
6.18%
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BBIEX vs. MEIKX - Expense Ratio Comparison
BBIEX has a 0.37% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
BBIEX vs. MEIKX — Risk-Adjusted Performance Rank
BBIEX
MEIKX
BBIEX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) 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
BBIEX vs. MEIKX - Dividend Comparison
BBIEX's dividend yield for the trailing twelve months is around 2.72%, more than MEIKX's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIEX Bridge Builder International Equity Fund | 2.72% | 2.96% | 2.46% | 1.88% | 2.39% | 1.90% | 2.29% | 2.16% | 1.56% | 1.40% | 0.46% | 0.00% |
MEIKX MFS Value Fund | 1.89% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
BBIEX vs. MEIKX - Drawdown Comparison
The maximum BBIEX drawdown since its inception was -37.67%, roughly equal to the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for BBIEX and MEIKX. For additional features, visit the drawdowns tool.
Volatility
BBIEX vs. MEIKX - Volatility Comparison
Bridge Builder International Equity Fund (BBIEX) has a higher volatility of 3.36% compared to MFS Value Fund (MEIKX) at 2.90%. This indicates that BBIEX'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.