BRXAX vs. EPDIX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and EuroPac International Dividend Income Fund (EPDIX).
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. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
BRXAX vs. EPDIX - Performance Comparison
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BRXAX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | -0.91% | 39.54% | 11.62% | 14.03% | -13.57% | 13.21% | 8.90% | 21.79% | -15.77% | 24.93% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.81% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly lower than EPDIX's 5.87% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 9.72% annualized return and EPDIX not far ahead at 9.85%.
BRXAX
- 1D
- -0.34%
- 1M
- -11.05%
- YTD
- -0.91%
- 6M
- 6.47%
- 1Y
- 29.84%
- 3Y*
- 18.18%
- 5Y*
- 10.14%
- 10Y*
- 9.72%
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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BRXAX vs. EPDIX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
BRXAX vs. EPDIX — Risk / Return Rank
BRXAX
EPDIX
BRXAX vs. EPDIX - 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 EuroPac International Dividend Income Fund (EPDIX). 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 | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 2.80 | -0.84 |
Sortino ratioReturn per unit of downside risk | 2.49 | 3.33 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.54 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 4.08 | -1.65 |
Martin ratioReturn relative to average drawdown | 9.64 | 16.78 | -7.15 |
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 | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 2.80 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.06 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.66 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.46 | +0.08 |
Correlation
The correlation between BRXAX and EPDIX is 0.77, 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. EPDIX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, less than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | 4.05% | 4.02% | 4.63% | 2.53% | 2.52% | 5.21% | 2.13% | 2.66% | 6.55% | 1.13% | 0.40% | 1.18% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
BRXAX vs. EPDIX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, roughly equal to the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for BRXAX and EPDIX.
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Drawdown Indicators
| BRXAX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -38.23% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.92% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -20.98% | -5.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -32.84% | -3.75% |
Current DrawdownCurrent decline from peak | -11.23% | -9.48% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.88% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.65% | +0.18% |
Volatility
BRXAX vs. EPDIX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) and EuroPac International Dividend Income Fund (EPDIX) have volatilities of 6.34% and 6.47%, 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.
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Volatility by Period
| BRXAX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 6.47% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 11.36% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 16.09% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 14.01% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 14.86% | +0.86% |