BRUHX vs. AVLVX

Last updated Jun 27, 2026

BRUHX (MFS Blended Research Value Equity Fund) and AVLVX (Avantis U.S. Large Cap Value Fund Institutional Class) are both Large Cap Value Equities funds. Over the past 3 years, BRUHX returned 19.55%/yr vs 23.33%/yr for AVLVX. Their correlation of 0.94 suggests significant overlap in exposure. BRUHX charges 0.49%/yr vs 0.15%/yr for AVLVX.

Performance

BRUHX vs. AVLVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Value Equity Fund (BRUHX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRUHX achieves a 17.37% return, which is significantly lower than AVLVX's 23.14% return.

BRUHX

• 1D: 1.38%
• 1M: 3.32%
• YTD: 17.37%
• 6M: 16.04%
• 1Y: 27.30%
• 3Y*: 19.55%
• 5Y*: 12.24%
• 10Y*: 12.58%

AVLVX

• 1D: 0.93%
• 1M: 2.04%
• YTD: 23.14%
• 6M: 21.60%
• 1Y: 39.62%
• 3Y*: 23.33%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRUHX vs. AVLVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BRUHX MFS Blended Research Value Equity Fund	17.37%	15.45%	12.81%	14.59%	10.37%
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class	23.14%	15.23%	16.93%	16.75%	8.38%

Correlation

The correlation between BRUHX and AVLVX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022	0.94

The correlation between BRUHX and AVLVX has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

Return for Risk

BRUHX vs. AVLVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRUHX

BRUHX Risk / Return Rank: 87
BRUHX Sharpe Ratio Rank: 86
BRUHX Sortino Ratio Rank: 84
BRUHX Omega Ratio Rank: 81
BRUHX Calmar Ratio Rank: 92
BRUHX Martin Ratio Rank: 93

AVLVX

AVLVX Risk / Return Rank: 95
AVLVX Sharpe Ratio Rank: 97
AVLVX Sortino Ratio Rank: 94
AVLVX Omega Ratio Rank: 90
AVLVX Calmar Ratio Rank: 98
AVLVX Martin Ratio Rank: 98

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.

BRUHX vs. AVLVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Value Equity Fund (BRUHX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BRUHX	AVLVX	Difference
Sharpe ratio: Return per unit of total volatility	2.48	3.24	-0.76
Sortino ratio: Return per unit of downside risk	3.51	4.42	-0.91
Omega ratio: Gain probability vs. loss probability	1.44	1.58	-0.13
Calmar ratio: Return relative to maximum drawdown	4.27	6.85	-2.59
Martin ratio: Return relative to average drawdown	16.78	27.13	-10.35

BRUHX vs. AVLVX - Sharpe Ratio Comparison

The current BRUHX Sharpe Ratio is 2.48, which is comparable to the AVLVX Sharpe Ratio of 3.24. The chart below compares the historical Sharpe Ratios of BRUHX and AVLVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BRUHX vs. AVLVX - Drawdown Comparison

The maximum BRUHX drawdown since its inception was -38.77%, which is greater than AVLVX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for BRUHX and AVLVX.

Drawdown Indicators

	BRUHX	AVLVX	Difference
Max Drawdown Largest peak-to-trough decline	-38.77%	-19.51%	-19.26%
Max Drawdown (1Y) Largest decline over 1 year	-6.69%	-6.01%	-0.68%
Max Drawdown (3Y) Largest decline over 3 years	-20.49%	-19.51%	-0.98%
Max Drawdown (5Y) Largest decline over 5 years	-20.49%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.77%	—	—
Current Drawdown Current decline from peak	0.00%	-0.31%	+0.31%
Average Drawdown Average peak-to-trough decline	-4.24%	-3.16%	-1.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.70%	1.51%	+0.19%

Volatility

BRUHX vs. AVLVX - Volatility Comparison

MFS Blended Research Value Equity Fund (BRUHX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) have volatilities of 3.94% and 4.09%, 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.

Volatility by Period

	BRUHX	AVLVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.94%	4.09%	-0.15%
Volatility (6M) Calculated over the trailing 6-month period	8.96%	9.49%	-0.53%
Volatility (1Y) Calculated over the trailing 1-year period	11.52%	12.75%	-1.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.20%	16.53%	-0.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.01%	16.53%	+1.48%

BRUHX vs. AVLVX - Expense Ratio Comparison

BRUHX has a 0.49% expense ratio, which is higher than AVLVX's 0.15% expense ratio.

Dividends

BRUHX vs. AVLVX - Dividend Comparison

BRUHX's dividend yield for the trailing twelve months is around 10.34%, more than AVLVX's 2.69% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class	2.69%	3.32%	1.61%	1.59%	1.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BRUHX MFS Blended Research Value Equity Fund	10.34%	12.14%	11.32%	3.61%	8.44%	12.82%	1.85%	2.40%	5.04%	2.26%	0.71%	0.96%

Frequently Asked Questions

Can I hold both BRUHX and AVLVX in my portfolio?

With a correlation of 0.93, BRUHX and AVLVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BRUHX or AVLVX?

AVLVX has higher volatility (4.09%) compared to BRUHX (3.94%). In terms of maximum drawdown, BRUHX dropped -38.77% vs AVLVX's -19.51%.

Which has better risk-adjusted returns?

AVLVX currently has the higher Sharpe Ratio (3.24 vs 2.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.