BBVLX vs. MEIKX
Compare and contrast key facts about Bridge Builder Large Cap Value Fund (BBVLX) and MFS Value Fund (MEIKX).
BBVLX 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: BBVLX or MEIKX.
Correlation
The correlation between BBVLX and MEIKX is 0.94, 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
BBVLX vs. MEIKX - Performance Comparison
Key characteristics
BBVLX:
-0.12
MEIKX:
-0.06
BBVLX:
-0.05
MEIKX:
0.03
BBVLX:
0.99
MEIKX:
1.00
BBVLX:
-0.09
MEIKX:
-0.05
BBVLX:
-0.29
MEIKX:
-0.14
BBVLX:
6.27%
MEIKX:
6.68%
BBVLX:
15.81%
MEIKX:
16.35%
BBVLX:
-38.48%
MEIKX:
-36.68%
BBVLX:
-15.99%
MEIKX:
-14.47%
Returns By Period
In the year-to-date period, BBVLX achieves a -5.47% return, which is significantly lower than MEIKX's -1.97% return.
BBVLX
-5.47%
-6.07%
-13.90%
-2.23%
11.19%
N/A
MEIKX
-1.97%
-4.59%
-12.99%
-1.79%
7.98%
5.38%
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BBVLX vs. MEIKX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
BBVLX vs. MEIKX — Risk-Adjusted Performance Rank
BBVLX
MEIKX
BBVLX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) 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
BBVLX vs. MEIKX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 2.17%, more than MEIKX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 2.17% | 2.01% | 1.99% | 2.10% | 1.64% | 1.62% | 1.77% | 1.95% | 1.51% | 1.68% | 1.20% | 0.00% |
MEIKX MFS Value Fund | 2.09% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
BBVLX vs. MEIKX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, roughly equal to the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for BBVLX and MEIKX. For additional features, visit the drawdowns tool.
Volatility
BBVLX vs. MEIKX - Volatility Comparison
Bridge Builder Large Cap Value Fund (BBVLX) has a higher volatility of 11.07% compared to MFS Value Fund (MEIKX) at 10.48%. This indicates that BBVLX'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.