BBVLX vs. MEIKX
BBVLX (Bridge Builder Large Cap Value Fund) and MEIKX (MFS Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BBVLX returned 12.26%/yr vs 10.47%/yr for MEIKX. Their correlation of 0.93 means they have usually moved in the same direction. BBVLX charges 0.23%/yr vs 0.43%/yr for MEIKX.
Performance
BBVLX vs. MEIKX - Performance Comparison
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Returns By Period
In the year-to-date period, BBVLX achieves a 12.49% return, which is significantly higher than MEIKX's 11.15% return. Over the past 10 years, BBVLX has outperformed MEIKX with an annualized return of 12.26%, while MEIKX has yielded a comparatively lower 10.47% annualized return.
BBVLX
- 1D
- 0.15%
- 1M
- 1.14%
- 6M
- 8.66%
- YTD
- 12.49%
- 1Y
- 13.97%
- 3Y*
- 14.27%
- 5Y*
- 10.42%
- 10Y*
- 12.26%
- ALL TIME*
- 11.04%
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 |
BBVLX vs. MEIKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 12.49% | 4.45% | 22.32% | 13.84% | -5.32% | 26.23% | 9.57% | 28.49% | -8.15% | 17.20% |
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 BBVLX and MEIKX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.93 |
The correlation between BBVLX and MEIKX has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
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Return for Risk
BBVLX vs. MEIKX — Risk / Return Rank
BBVLX
MEIKX
BBVLX vs. MEIKX - Risk-Adjusted Trends 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.
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.
| BBVLX | MEIKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.77 | -1.61 |
| Martin ratioReturn relative to average drawdown | 3.17 | 9.77 | -6.60 |
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Drawdowns
BBVLX vs. MEIKX - Drawdown Comparison
The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for BBVLX and MEIKX.
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Drawdown Indicators
| BBVLX | MEIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.48% | -56.81% | +18.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -6.76% | -4.52% |
Max Drawdown (3Y)Largest decline over 3 years | -14.58% | -13.15% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -17.50% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -36.68% | -1.80% |
Current DrawdownCurrent decline from peak | -0.31% | -0.54% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -9.38% | +5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 1.92% | +2.18% |
Volatility
BBVLX vs. MEIKX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Value Fund (BBVLX) is 2.54%, while MFS Value Fund (MEIKX) has a volatility of 2.75%. This indicates that BBVLX experiences smaller price fluctuations and is considered to be less risky 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
| BBVLX | MEIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 2.75% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 7.49% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 10.58% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 13.88% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.87% | 16.48% | +1.39% |
BBVLX vs. MEIKX - Expense Ratio Comparison
BBVLX has a 0.23% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Dividends
BBVLX vs. MEIKX - Dividend Comparison
BBVLX's dividend yield for the trailing twelve months is around 1.60%, less than MEIKX's 8.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVLX Bridge Builder Large Cap Value Fund | 1.60% | 1.89% | 14.73% | 5.11% | 9.12% | 7.09% | 1.62% | 1.80% | 3.45% | 2.23% | 1.68% | 1.24% |
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
BBVLX and MEIKX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MEIKX has higher volatility (2.75%) compared to BBVLX (2.54%). In terms of maximum drawdown, BBVLX dropped -38.48% vs MEIKX's -56.81%.
MEIKX currently has the higher Sharpe Ratio (1.79 vs 0.99), 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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