BMSLX vs. MISIX
Compare and contrast key facts about MFS Blended Research Mid Cap Equity Fund (BMSLX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
BMSLX is managed by MFS. It was launched on Aug 19, 2016. MISIX is managed by Victory.
Performance
BMSLX vs. MISIX - Performance Comparison
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BMSLX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, BMSLX achieves a 0.41% return, which is significantly lower than MISIX's 2.72% return.
BMSLX
- 1D
- 2.76%
- 1M
- -5.47%
- YTD
- 0.41%
- 6M
- -0.63%
- 1Y
- 11.68%
- 3Y*
- 14.03%
- 5Y*
- 8.92%
- 10Y*
- —
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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BMSLX vs. MISIX - Expense Ratio Comparison
BMSLX has a 0.59% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
BMSLX vs. MISIX — Risk / Return Rank
BMSLX
MISIX
BMSLX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.29 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.93 | -1.94 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.45 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.68 | -1.80 |
Martin ratioReturn relative to average drawdown | 3.53 | 11.58 | -8.05 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.29 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.32 | +0.22 |
Correlation
The correlation between BMSLX and MISIX is 0.74, 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. MISIX - Dividend Comparison
BMSLX's dividend yield for the trailing twelve months is around 3.07%, less than MISIX's 5.89% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
BMSLX vs. MISIX - Drawdown Comparison
The maximum BMSLX drawdown since its inception was -41.06%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for BMSLX and MISIX.
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Drawdown Indicators
| BMSLX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -67.61% | +26.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -13.84% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -37.69% | +15.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.82% | — |
Current DrawdownCurrent decline from peak | -6.65% | -10.87% | +4.22% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -16.99% | +11.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.20% | +0.37% |
Volatility
BMSLX vs. MISIX - Volatility Comparison
The current volatility for MFS Blended Research Mid Cap Equity Fund (BMSLX) is 5.90%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that BMSLX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMSLX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 7.91% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 11.79% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 16.91% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 17.75% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 17.82% | +2.00% |