MEIAX vs. BVEFX

In the year-to-date period, MEIAX achieves a -0.21% return, which is significantly higher than BVEFX's -1.76% return. Over the past 10 years, MEIAX has underperformed BVEFX with an annualized return of 5.27%, while BVEFX has yielded a comparatively higher 7.49% annualized return.

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MEIAX has a 0.80% expense ratio, which is higher than BVEFX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIAX) and Becker Value Equity Fund (BVEFX). 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 MEIAX Sharpe Ratio is -0.07, which is lower than the BVEFX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of MEIAX and BVEFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEIAX's dividend yield for the trailing twelve months is around 1.66%, less than BVEFX's 6.42% yield.

The maximum MEIAX drawdown since its inception was -52.28%, roughly equal to the maximum BVEFX drawdown of -53.76%. Use the drawdown chart below to compare losses from any high point for MEIAX and BVEFX. For additional features, visit the drawdowns tool.

MFS Value Fund (MEIAX) and Becker Value Equity Fund (BVEFX) have volatilities of 10.90% and 11.18%, 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.