BBVLX vs. MEIKX

In the year-to-date period, BBVLX achieves a -0.71% return, which is significantly lower than MEIKX's 2.35% return. Over the past 10 years, BBVLX has outperformed MEIKX with an annualized return of 7.33%, while MEIKX has yielded a comparatively lower 5.84% annualized return.

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BBVLX has a 0.23% expense ratio, which is lower than MEIKX's 0.43% expense ratio.

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.

The current BBVLX Sharpe Ratio is -0.06, which is comparable to the MEIKX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of BBVLX and MEIKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBVLX's dividend yield for the trailing twelve months is around 2.07%, more than MEIKX's 2.00% yield.

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.

Bridge Builder Large Cap Value Fund (BBVLX) has a higher volatility of 5.41% compared to MFS Value Fund (MEIKX) at 4.93%. 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.