BRWJX vs. MEIKX

Last updated Apr 2, 2026

Compare and contrast key facts about MFS Blended Research Growth Equity Fund (BRWJX) and MFS Value Fund (MEIKX).

BRWJX is managed by MFS. It was launched on Sep 15, 2015. MEIKX is managed by MFS. It was launched on May 1, 2006.

Performance

BRWJX vs. MEIKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Growth Equity Fund (BRWJX) and MFS Value Fund (MEIKX). The values are adjusted to include any dividend payments, if applicable.

BRWJX vs. MEIKX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BRWJX MFS Blended Research Growth Equity Fund	-8.26%	16.90%	35.62%	41.06%	-29.75%	28.77%	30.81%	32.37%	-4.78%	26.36%
MEIKX MFS Value Fund	1.11%	13.37%	11.98%	8.32%	-5.92%	25.59%	4.09%	30.18%	-9.81%	17.26%

Returns By Period

In the year-to-date period, BRWJX achieves a -8.26% return, which is significantly lower than MEIKX's 1.11% return. Over the past 10 years, BRWJX has outperformed MEIKX with an annualized return of 15.09%, while MEIKX has yielded a comparatively lower 10.10% annualized return.

BRWJX

• 1D: 3.90%
• 1M: -5.45%
• YTD: -8.26%
• 6M: -8.31%
• 1Y: 18.35%
• 3Y*: 22.05%
• 5Y*: 12.06%
• 10Y*: 15.09%

MEIKX

• 1D: 1.64%
• 1M: -5.00%
• YTD: 1.11%
• 6M: 3.65%
• 1Y: 10.49%
• 3Y*: 12.15%
• 5Y*: 8.48%
• 10Y*: 10.10%

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

BRWJX vs. MEIKX - Expense Ratio Comparison

BRWJX has a 0.49% expense ratio, which is higher than MEIKX's 0.43% expense ratio.

BRWJX

MFS Blended Research Growth Equity Fund

MEIKX

MFS Value Fund

Return for Risk

BRWJX vs. MEIKX — Risk / Return Rank

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

BRWJX

BRWJX Risk / Return Rank: 39
BRWJX Sharpe Ratio Rank: 35
BRWJX Sortino Ratio Rank: 41
BRWJX Omega Ratio Rank: 39
BRWJX Calmar Ratio Rank: 44
BRWJX Martin Ratio Rank: 37

MEIKX

MEIKX Risk / Return Rank: 32
MEIKX Sharpe Ratio Rank: 27
MEIKX Sortino Ratio Rank: 26
MEIKX Omega Ratio Rank: 26
MEIKX Calmar Ratio Rank: 37
MEIKX Martin Ratio Rank: 43

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.

BRWJX vs. MEIKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Growth Equity Fund (BRWJX) and MFS Value Fund (MEIKX). 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.

	BRWJX	MEIKX	Difference
Sharpe ratio Return per unit of total volatility	0.86	0.70	+0.16
Sortino ratio Return per unit of downside risk	1.38	1.04	+0.34
Omega ratio Gain probability vs. loss probability	1.20	1.15	+0.04
Calmar ratio Return relative to maximum drawdown	1.29	1.03	+0.26
Martin ratio Return relative to average drawdown	4.40	4.53	-0.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRWJX vs. MEIKX - Sharpe Ratio Comparison

The current BRWJX Sharpe Ratio is 0.86, which is comparable to the MEIKX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of BRWJX and MEIKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BRWJX	MEIKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	0.70	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	0.61	-0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	0.61	+0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.70	0.39	+0.31

Correlation

The correlation between BRWJX and MEIKX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

BRWJX vs. MEIKX - Dividend Comparison

BRWJX's dividend yield for the trailing twelve months is around 7.22%, less than MEIKX's 9.82% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRWJX MFS Blended Research Growth Equity Fund	7.22%	6.63%	4.91%	0.61%	2.48%	17.39%	6.83%	4.52%	7.81%	0.82%	0.39%	0.35%
MEIKX MFS Value Fund	9.82%	9.72%	9.49%	8.58%	7.77%	3.43%	2.75%	3.28%	3.76%	4.14%	3.84%	6.12%

Drawdowns

BRWJX vs. MEIKX - Drawdown Comparison

The maximum BRWJX drawdown since its inception was -32.12%, smaller than the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for BRWJX and MEIKX.

Drawdown Indicators

	BRWJX	MEIKX	Difference
Max Drawdown Largest peak-to-trough decline	-32.12%	-56.81%	+24.69%
Max Drawdown (1Y) Largest decline over 1 year	-15.10%	-11.09%	-4.01%
Max Drawdown (5Y) Largest decline over 5 years	-32.12%	-17.50%	-14.62%
Max Drawdown (10Y) Largest decline over 10 years	-32.12%	-36.68%	+4.56%
Current Drawdown Current decline from peak	-11.79%	-5.00%	-6.79%
Average Drawdown Average peak-to-trough decline	-6.17%	-9.51%	+3.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.42%	2.52%	+1.90%

Volatility

BRWJX vs. MEIKX - Volatility Comparison

MFS Blended Research Growth Equity Fund (BRWJX) has a higher volatility of 7.03% compared to MFS Value Fund (MEIKX) at 3.64%. This indicates that BRWJX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRWJX	MEIKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.03%	3.64%	+3.39%
Volatility (6M) Calculated over the trailing 6-month period	12.73%	7.85%	+4.88%
Volatility (1Y) Calculated over the trailing 1-year period	22.81%	14.82%	+7.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.25%	13.91%	+7.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.77%	16.55%	+4.22%