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.
Correlation
The correlation between RLCAX and MEIAX is 0.93, 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.
Performance
RLCAX vs. MEIAX - Performance Comparison
Key characteristics
RLCAX:
0.42
MEIAX:
0.53
RLCAX:
0.59
MEIAX:
0.72
RLCAX:
1.10
MEIAX:
1.11
RLCAX:
0.24
MEIAX:
0.48
RLCAX:
0.98
MEIAX:
1.33
RLCAX:
6.38%
MEIAX:
4.97%
RLCAX:
14.87%
MEIAX:
12.57%
RLCAX:
-55.23%
MEIAX:
-52.28%
RLCAX:
-21.00%
MEIAX:
-8.30%
Returns By Period
In the year-to-date period, RLCAX achieves a 3.80% return, which is significantly lower than MEIAX's 5.12% return. Over the past 10 years, RLCAX has underperformed MEIAX with an annualized return of 0.50%, while MEIAX has yielded a comparatively higher 5.79% annualized return.
RLCAX
3.80%
0.00%
-2.84%
5.75%
0.40%
0.50%
MEIAX
5.12%
1.31%
-2.84%
5.88%
4.06%
5.79%
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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.
Dividends
RLCAX vs. MEIAX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 1.53%, which matches MEIAX's 1.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 1.53% | 1.59% | 1.57% | 1.66% | 2.78% | 1.53% | 1.83% | 1.84% | 2.00% | 1.53% | 1.55% | 1.12% |
MEIAX MFS Value Fund | 1.53% | 1.61% | 1.54% | 1.69% | 1.15% | 1.39% | 1.72% | 1.84% | 1.32% | 1.78% | 6.23% | 5.09% |
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 -52.28%. Use the drawdown chart below to compare losses from any high point for RLCAX and MEIAX. For additional features, visit the drawdowns tool.
Volatility
RLCAX vs. MEIAX - Volatility Comparison
The current volatility for Columbia Disciplined Value Fund (RLCAX) is 2.48%, while MFS Value Fund (MEIAX) has a volatility of 2.92%. This indicates that RLCAX experiences smaller price fluctuations and is considered to be less risky than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.