BRXAX vs. DOXGX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Dodge & Cox Stock Fund (DOXGX).
BRXAX is a passively managed fund by MFS that tracks the performance of the MSCI All Country World (ex-US) Index (net div). It was launched on Sep 15, 2015. DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965.
Performance
BRXAX vs. DOXGX - Performance Comparison
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BRXAX vs. DOXGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | 1.88% | 39.54% | 11.62% | 14.03% | -3.95% |
DOXGX Dodge & Cox Stock Fund | -1.63% | 13.77% | 14.47% | 17.60% | -2.46% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than DOXGX's -1.63% return.
BRXAX
- 1D
- 2.82%
- 1M
- -7.12%
- YTD
- 1.88%
- 6M
- 8.76%
- 1Y
- 32.74%
- 3Y*
- 19.28%
- 5Y*
- 10.50%
- 10Y*
- 10.02%
DOXGX
- 1D
- 2.09%
- 1M
- -5.28%
- YTD
- -1.63%
- 6M
- 0.67%
- 1Y
- 8.11%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
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BRXAX vs. DOXGX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than DOXGX's 0.41% expense ratio.
Return for Risk
BRXAX vs. DOXGX — Risk / Return Rank
BRXAX
DOXGX
BRXAX vs. DOXGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund Class A (BRXAX) and Dodge & Cox Stock Fund (DOXGX). 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.
| BRXAX | DOXGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.50 | +1.77 |
Sortino ratioReturn per unit of downside risk | 2.86 | 0.79 | +2.07 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.12 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 0.61 | +2.26 |
Martin ratioReturn relative to average drawdown | 11.21 | 2.53 | +8.68 |
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
| BRXAX | DOXGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.50 | +1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.65 | -0.10 |
Correlation
The correlation between BRXAX and DOXGX is 0.71, 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
BRXAX vs. DOXGX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than DOXGX's 9.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | 3.94% | 4.02% | 4.63% | 2.53% | 2.52% | 5.21% | 2.13% | 2.66% | 6.55% | 1.13% | 0.40% | 1.18% |
DOXGX Dodge & Cox Stock Fund | 9.99% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRXAX vs. DOXGX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, which is greater than DOXGX's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for BRXAX and DOXGX.
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Drawdown Indicators
| BRXAX | DOXGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -16.47% | -20.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -12.23% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | — | — |
Current DrawdownCurrent decline from peak | -8.73% | -5.34% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -3.23% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.94% | -0.06% |
Volatility
BRXAX vs. DOXGX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 7.07% compared to Dodge & Cox Stock Fund (DOXGX) at 4.27%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than DOXGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | DOXGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 4.27% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 8.77% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 16.36% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.91% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 15.91% | -0.17% |