BRLVX vs. NEIMX
BRLVX (American Beacon Bridgeway Large Cap Value Fund) and NEIMX (Neiman Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BRLVX returned 11.31%/yr vs 10.28%/yr for NEIMX. Their correlation of 0.89 suggests significant overlap in exposure. BRLVX charges 0.75%/yr vs 1.46%/yr for NEIMX.
Performance
BRLVX vs. NEIMX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BRLVX having a 17.06% return and NEIMX slightly lower at 16.92%. Over the past 10 years, BRLVX has outperformed NEIMX with an annualized return of 11.31%, while NEIMX has yielded a comparatively lower 10.28% annualized return.
BRLVX
- 1D
- 0.17%
- 1M
- 1.97%
- YTD
- 17.06%
- 6M
- 15.77%
- 1Y
- 41.06%
- 3Y*
- 22.29%
- 5Y*
- 13.42%
- 10Y*
- 11.31%
NEIMX
- 1D
- 0.63%
- 1M
- 0.40%
- YTD
- 16.92%
- 6M
- 16.60%
- 1Y
- 33.07%
- 3Y*
- 18.73%
- 5Y*
- 12.45%
- 10Y*
- 10.28%
BRLVX vs. NEIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 17.06% | 24.30% | 16.48% | 11.42% | -7.79% | 22.95% | -3.06% | 25.13% | -13.40% | 15.89% |
NEIMX Neiman Large Cap Value Fund | 16.92% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
Correlation
The correlation between BRLVX and NEIMX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2003 | 0.89 |
The correlation between BRLVX and NEIMX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
BRLVX vs. NEIMX — Risk / Return Rank
BRLVX
NEIMX
BRLVX vs. NEIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) and Neiman Large Cap Value Fund (NEIMX). 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.
| BRLVX | NEIMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.56 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 5.54 | 5.71 | -0.16 |
| Martin ratioReturn relative to average drawdown | 23.64 | 23.14 | +0.50 |
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Drawdowns
BRLVX vs. NEIMX - Drawdown Comparison
The maximum BRLVX drawdown since its inception was -55.94%, smaller than the maximum NEIMX drawdown of -92.94%. Use the drawdown chart below to compare losses from any high point for BRLVX and NEIMX.
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Drawdown Indicators
| BRLVX | NEIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.94% | -92.94% | +37.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -5.75% | -1.74% |
Max Drawdown (3Y)Largest decline over 3 years | -23.02% | -92.94% | +69.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.02% | -92.94% | +69.92% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -92.94% | +50.81% |
Current DrawdownCurrent decline from peak | -0.87% | -89.02% | +88.15% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -10.67% | +2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.42% | +0.33% |
Volatility
BRLVX vs. NEIMX - Volatility Comparison
American Beacon Bridgeway Large Cap Value Fund (BRLVX) has a higher volatility of 4.76% compared to Neiman Large Cap Value Fund (NEIMX) at 4.13%. This indicates that BRLVX's price experiences larger fluctuations and is considered to be riskier than NEIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRLVX | NEIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 4.13% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 8.36% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.34% | 10.67% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.03% | 576.30% | -557.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 407.54% | -387.45% |
BRLVX vs. NEIMX - Expense Ratio Comparison
BRLVX has a 0.75% expense ratio, which is lower than NEIMX's 1.46% expense ratio.
Dividends
BRLVX vs. NEIMX - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 10.79%, more than NEIMX's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 10.79% | 12.63% | 18.01% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% |
NEIMX Neiman Large Cap Value Fund | 0.65% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
Frequently Asked Questions
BRLVX and NEIMX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRLVX has higher volatility (4.76%) compared to NEIMX (4.13%). In terms of maximum drawdown, BRLVX dropped -55.94% vs NEIMX's -92.94%.
BRLVX currently has the higher Sharpe Ratio (3.12 vs 3.08), 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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