Correlation
The correlation between RLCAX and MEIAX is 0.91, 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.
RLCAX vs. MEIAX
Compare and contrast key facts about Columbia Disciplined Value Fund (RLCAX) and MFS Value Fund (MEIAX).
RLCAX is managed by Columbia Threadneedle. It was launched on Aug 1, 2008. MEIAX is managed by MFS. It was launched on Jan 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLCAX or MEIAX.
Performance
RLCAX vs. MEIAX - Performance Comparison
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Key characteristics
RLCAX:
0.55
MEIAX:
0.65
RLCAX:
0.79
MEIAX:
0.95
RLCAX:
1.11
MEIAX:
1.13
RLCAX:
0.46
MEIAX:
0.71
RLCAX:
1.52
MEIAX:
2.59
RLCAX:
5.39%
MEIAX:
3.61%
RLCAX:
16.85%
MEIAX:
15.25%
RLCAX:
-55.23%
MEIAX:
-52.46%
RLCAX:
-6.22%
MEIAX:
-2.39%
Returns By Period
In the year-to-date period, RLCAX achieves a 0.95% return, which is significantly lower than MEIAX's 4.29% return. Both investments have delivered pretty close results over the past 10 years, with RLCAX having a 8.59% annualized return and MEIAX not far ahead at 8.72%.
RLCAX
0.95%
3.66%
-6.13%
7.45%
8.82%
14.12%
8.59%
MEIAX
4.29%
3.46%
-2.39%
8.09%
7.84%
11.77%
8.72%
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RLCAX vs. MEIAX - Expense Ratio Comparison
RLCAX has a 1.04% expense ratio, which is higher than MEIAX's 0.80% expense ratio.
Risk-Adjusted Performance
RLCAX vs. MEIAX — Risk-Adjusted Performance Rank
RLCAX
MEIAX
RLCAX vs. MEIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Value Fund (RLCAX) and MFS Value Fund (MEIAX). 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.
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Dividends
RLCAX vs. MEIAX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 11.55%, more than MEIAX's 8.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 11.55% | 11.66% | 7.59% | 13.01% | 31.01% | 1.53% | 10.79% | 11.89% | 7.35% | 1.53% | 6.79% | 6.01% |
MEIAX MFS Value Fund | 8.81% | 9.10% | 8.22% | 7.36% | 3.10% | 2.42% | 2.97% | 3.36% | 4.30% | 3.59% | 5.73% | 4.65% |
Drawdowns
RLCAX vs. MEIAX - Drawdown Comparison
The maximum RLCAX drawdown since its inception was -55.23%, which is greater than MEIAX's maximum drawdown of -52.46%. Use the drawdown chart below to compare losses from any high point for RLCAX and MEIAX.
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Volatility
RLCAX vs. MEIAX - Volatility Comparison
Columbia Disciplined Value Fund (RLCAX) has a higher volatility of 4.32% compared to MFS Value Fund (MEIAX) at 4.06%. This indicates that RLCAX's price experiences larger fluctuations and is considered to be riskier than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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