BRWJX vs. GQEPX
Compare and contrast key facts about MFS Blended Research Growth Equity Fund (BRWJX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
BRWJX is managed by MFS. It was launched on Sep 15, 2015. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRWJX or GQEPX.
Correlation
The correlation between BRWJX and GQEPX is 0.84, 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
BRWJX vs. GQEPX - Performance Comparison
Key characteristics
BRWJX:
1.37
GQEPX:
1.23
BRWJX:
1.83
GQEPX:
1.65
BRWJX:
1.25
GQEPX:
1.24
BRWJX:
1.96
GQEPX:
1.91
BRWJX:
6.35
GQEPX:
4.75
BRWJX:
3.98%
GQEPX:
4.69%
BRWJX:
18.50%
GQEPX:
18.03%
BRWJX:
-42.92%
GQEPX:
-28.45%
BRWJX:
-3.88%
GQEPX:
-0.41%
Returns By Period
In the year-to-date period, BRWJX achieves a 4.05% return, which is significantly lower than GQEPX's 11.86% return.
BRWJX
4.05%
2.15%
10.65%
24.68%
10.38%
N/A
GQEPX
11.86%
9.52%
10.10%
18.75%
15.73%
N/A
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BRWJX vs. GQEPX - Expense Ratio Comparison
BRWJX has a 0.49% expense ratio, which is lower than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
BRWJX vs. GQEPX — Risk-Adjusted Performance Rank
BRWJX
GQEPX
BRWJX vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Growth Equity Fund (BRWJX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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
BRWJX vs. GQEPX - Dividend Comparison
BRWJX's dividend yield for the trailing twelve months is around 0.36%, less than GQEPX's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRWJX MFS Blended Research Growth Equity Fund | 0.36% | 0.37% | 0.61% | 0.12% | 0.26% | 0.48% | 0.83% | 0.97% | 0.44% | 0.39% | 0.34% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.57% | 0.64% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRWJX vs. GQEPX - Drawdown Comparison
The maximum BRWJX drawdown since its inception was -42.92%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for BRWJX and GQEPX. For additional features, visit the drawdowns tool.
Volatility
BRWJX vs. GQEPX - Volatility Comparison
MFS Blended Research Growth Equity Fund (BRWJX) has a higher volatility of 5.13% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 3.21%. This indicates that BRWJX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.