BMSLX vs. AVEMX
Compare and contrast key facts about MFS Blended Research Mid Cap Equity Fund (BMSLX) and Ave Maria Value Fund (AVEMX).
BMSLX is managed by MFS. It was launched on Aug 19, 2016. AVEMX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2001.
Performance
BMSLX vs. AVEMX - Performance Comparison
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BMSLX vs. AVEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 0.41% | 8.08% | 19.25% | 19.81% | -13.70% | 26.54% | 10.44% | 30.21% | -11.11% | 18.04% |
AVEMX Ave Maria Value Fund | 9.67% | 2.82% | 21.43% | 3.49% | 4.19% | 25.15% | 6.20% | 20.51% | -8.70% | 17.75% |
Returns By Period
In the year-to-date period, BMSLX achieves a 0.41% return, which is significantly lower than AVEMX's 9.67% return.
BMSLX
- 1D
- 2.76%
- 1M
- -5.47%
- YTD
- 0.41%
- 6M
- -0.63%
- 1Y
- 11.68%
- 3Y*
- 14.03%
- 5Y*
- 8.92%
- 10Y*
- —
AVEMX
- 1D
- 2.12%
- 1M
- -7.28%
- YTD
- 9.67%
- 6M
- 5.96%
- 1Y
- 6.98%
- 3Y*
- 13.63%
- 5Y*
- 9.18%
- 10Y*
- 11.35%
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BMSLX vs. AVEMX - Expense Ratio Comparison
BMSLX has a 0.59% expense ratio, which is lower than AVEMX's 0.97% expense ratio.
Return for Risk
BMSLX vs. AVEMX — Risk / Return Rank
BMSLX
AVEMX
BMSLX vs. AVEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and Ave Maria Value Fund (AVEMX). 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.
| BMSLX | AVEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.36 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.63 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.09 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.61 | +0.27 |
Martin ratioReturn relative to average drawdown | 3.53 | 1.48 | +2.05 |
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
| BMSLX | AVEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.36 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.40 | +0.14 |
Correlation
The correlation between BMSLX and AVEMX is 0.84, 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
BMSLX vs. AVEMX - Dividend Comparison
BMSLX's dividend yield for the trailing twelve months is around 3.07%, more than AVEMX's 0.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 3.07% | 3.08% | 10.98% | 2.32% | 5.15% | 23.06% | 0.94% | 4.90% | 8.27% | 2.63% | 0.47% | 0.00% |
AVEMX Ave Maria Value Fund | 0.31% | 0.34% | 8.81% | 4.42% | 1.15% | 8.07% | 3.57% | 5.27% | 10.76% | 7.84% | 0.00% | 0.12% |
Drawdowns
BMSLX vs. AVEMX - Drawdown Comparison
The maximum BMSLX drawdown since its inception was -41.06%, smaller than the maximum AVEMX drawdown of -59.76%. Use the drawdown chart below to compare losses from any high point for BMSLX and AVEMX.
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Drawdown Indicators
| BMSLX | AVEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -59.76% | +18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -13.42% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -18.64% | -3.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.76% | — |
Current DrawdownCurrent decline from peak | -6.65% | -7.28% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -8.63% | +3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 5.53% | -1.96% |
Volatility
BMSLX vs. AVEMX - Volatility Comparison
MFS Blended Research Mid Cap Equity Fund (BMSLX) and Ave Maria Value Fund (AVEMX) have volatilities of 5.90% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMSLX | AVEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 5.67% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 13.27% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 21.06% | -1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 18.46% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 18.47% | +1.35% |