BBISX vs. RIDAX
Compare and contrast key facts about Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and The Income Fund of America Class R-1 (RIDAX).
BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
BBISX vs. RIDAX - Performance Comparison
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BBISX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 4.32% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, BBISX achieves a 4.32% return, which is significantly higher than RIDAX's 2.61% return. Over the past 10 years, BBISX has outperformed RIDAX with an annualized return of 12.07%, while RIDAX has yielded a comparatively lower 7.49% annualized return.
BBISX
- 1D
- 1.96%
- 1M
- -4.12%
- YTD
- 4.32%
- 6M
- 9.98%
- 1Y
- 24.40%
- 3Y*
- 20.61%
- 5Y*
- 13.26%
- 10Y*
- 12.07%
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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BBISX vs. RIDAX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
BBISX vs. RIDAX — Risk / Return Rank
BBISX
RIDAX
BBISX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and The Income Fund of America Class R-1 (RIDAX). 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.
| BBISX | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 1.56 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.11 | 2.15 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.85 | +0.32 |
Martin ratioReturn relative to average drawdown | 10.30 | 8.56 | +1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBISX | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 1.56 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.76 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.70 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.67 | -0.22 |
Correlation
The correlation between BBISX and RIDAX is 0.90, 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.
Dividends
BBISX vs. RIDAX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.43%, less than RIDAX's 9.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.43% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
BBISX vs. RIDAX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for BBISX and RIDAX.
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Drawdown Indicators
| BBISX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -42.37% | -16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -8.25% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -16.28% | -3.17% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -26.22% | -12.15% |
Current DrawdownCurrent decline from peak | -4.19% | -4.54% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -4.42% | -5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.78% | +0.73% |
Volatility
BBISX vs. RIDAX - Volatility Comparison
Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) has a higher volatility of 4.57% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that BBISX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBISX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 3.31% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 5.61% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 9.54% | +6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 9.48% | +5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 10.68% | +6.96% |