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BRKIX vs. FERGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BRKIX vs. FERGX

Last updated Apr 2, 2026

Compare and contrast key facts about MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Fidelity SAI Emerging Markets Index Fund (FERGX).

BRKIX is managed by MFS. It was launched on Sep 14, 2015. FERGX is managed by Fidelity. It was launched on Jan 4, 2016.

Performance

BRKIX vs. FERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Fidelity SAI Emerging Markets Index Fund (FERGX). The values are adjusted to include any dividend payments, if applicable.

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BRKIX vs. FERGX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BRKIX
MFS Blended Research Emerging Markets Equity Fund		3.06%33.78%14.06%9.82%-19.03%3.69%9.99%18.96%-16.43%35.86%
FERGX
Fidelity SAI Emerging Markets Index Fund		3.35%33.86%6.59%9.41%-20.19%-3.05%17.46%18.22%-14.52%33.62%

Returns By Period

In the year-to-date period, BRKIX achieves a 3.06% return, which is significantly lower than FERGX's 3.35% return.

BRKIX

1D
1.53%
1M
-10.05%
YTD
3.06%
6M
7.34%
1Y
33.14%
3Y*
17.65%
5Y*
6.19%
10Y*
8.96%

FERGX

1D
3.23%
1M
-8.17%
YTD
3.35%
6M
7.00%
1Y
32.37%
3Y*
15.69%
5Y*
3.68%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MFS Blended Research Emerging Markets Equity Fund

Fidelity SAI Emerging Markets Index Fund

Often compared with BRKIX:
BRKIX vs. VOOBRKIX vs. VFV.TOBRKIX vs. BRK-BBRKIX vs. SCHDBRKIX vs. SPYBRKIX vs. BADEXBRKIX vs. BEMIX
Often compared with FERGX:
FERGX vs. FGOMXFERGX vs. EEMFERGX vs. FPADXFERGX vs. VWOFERGX vs. FSISXFERGX vs. IEMGFERGX vs. VFINX

BRKIX vs. FERGX - Expense Ratio Comparison

BRKIX has a 0.99% expense ratio, which is higher than FERGX's 0.08% expense ratio.

BRKIX
MFS Blended Research Emerging Markets Equity Fund
FERGX
Fidelity SAI Emerging Markets Index Fund

Return for Risk

BRKIX vs. FERGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRKIX
BRKIX Risk / Return Rank: 8989
Overall Rank
BRKIX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
BRKIX Sortino Ratio Rank: 8989
Sortino Ratio Rank
BRKIX Omega Ratio Rank: 8787
Omega Ratio Rank
BRKIX Calmar Ratio Rank: 8888
Calmar Ratio Rank
BRKIX Martin Ratio Rank: 8787
Martin Ratio Rank
FERGX
FERGX Risk / Return Rank: 8686
Overall Rank
FERGX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FERGX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FERGX Omega Ratio Rank: 8585
Omega Ratio Rank
FERGX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FERGX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRKIX vs. FERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Fidelity SAI Emerging Markets Index Fund (FERGX). 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.

BRKIXFERGXDifference

Sharpe ratio

Return per unit of total volatility

2.06

1.86

+0.20

Sortino ratio

Return per unit of downside risk

2.61

2.45

+0.16

Omega ratio

Gain probability vs. loss probability

1.38

1.36

+0.02

Calmar ratio

Return relative to maximum drawdown

2.50

2.27

+0.22

Martin ratio

Return relative to average drawdown

9.74

9.03

+0.71

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRKIX vs. FERGX - Sharpe Ratio Comparison

The current BRKIX Sharpe Ratio is 2.06, which is comparable to the FERGX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of BRKIX and FERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

BRKIXFERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

1.86

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.22

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.43

+0.14

Correlation

The correlation between BRKIX and FERGX 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.

Dividends

BRKIX vs. FERGX - Dividend Comparison

BRKIX's dividend yield for the trailing twelve months is around 2.40%, less than FERGX's 2.59% yield.

TTM2025202420232022202120202019201820172016
BRKIX
MFS Blended Research Emerging Markets Equity Fund		2.40%2.48%2.51%2.75%3.07%3.80%1.60%1.83%5.35%3.19%0.71%
FERGX
Fidelity SAI Emerging Markets Index Fund		2.59%2.67%2.40%2.67%2.51%2.90%1.49%2.49%2.58%0.58%0.00%

Drawdowns

BRKIX vs. FERGX - Drawdown Comparison

The maximum BRKIX drawdown since its inception was -39.28%, roughly equal to the maximum FERGX drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for BRKIX and FERGX.

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Drawdown Indicators

BRKIXFERGXDifference

Max Drawdown

Largest peak-to-trough decline

-39.28%

-39.27%

-0.01%

Max Drawdown (1Y)

Largest decline over 1 year

-13.43%

-13.32%

-0.11%

Max Drawdown (5Y)

Largest decline over 5 years

-34.65%

-37.18%

+2.53%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

—

—

Current Drawdown

Current decline from peak

-12.10%

-10.52%

-1.58%

Average Drawdown

Average peak-to-trough decline

-11.18%

-14.56%

+3.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.44%

3.35%

+0.09%

Volatility

BRKIX vs. FERGX - Volatility Comparison

The current volatility for MFS Blended Research Emerging Markets Equity Fund (BRKIX) is 7.33%, while Fidelity SAI Emerging Markets Index Fund (FERGX) has a volatility of 9.62%. This indicates that BRKIX experiences smaller price fluctuations and is considered to be less risky than FERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BRKIXFERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.33%

9.62%

-2.29%

Volatility (6M)

Calculated over the trailing 6-month period

11.97%

13.68%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

16.80%

17.94%

-1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.50%

16.84%

-1.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

17.85%

-0.99%