BRXAX vs. FBGRX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Fidelity Blue Chip Growth Fund (FBGRX).
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. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
BRXAX vs. FBGRX - Performance Comparison
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BRXAX vs. FBGRX - 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% |
FBGRX Fidelity Blue Chip Growth Fund | -11.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly higher than FBGRX's -11.15% return. Over the past 10 years, BRXAX has underperformed FBGRX with an annualized return of 9.72%, while FBGRX has yielded a comparatively higher 18.55% annualized return.
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%
FBGRX
- 1D
- -1.17%
- 1M
- -8.97%
- YTD
- -11.15%
- 6M
- -8.04%
- 1Y
- 22.53%
- 3Y*
- 24.68%
- 5Y*
- 11.15%
- 10Y*
- 18.55%
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BRXAX vs. FBGRX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
BRXAX vs. FBGRX — Risk / Return Rank
BRXAX
FBGRX
BRXAX vs. FBGRX - 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 Fidelity Blue Chip Growth Fund (FBGRX). 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 | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.91 | +1.05 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.43 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.20 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.36 | +1.07 |
Martin ratioReturn relative to average drawdown | 9.64 | 5.44 | +4.19 |
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 | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.91 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.45 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.79 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.64 | -0.10 |
Correlation
The correlation between BRXAX and FBGRX 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
BRXAX vs. FBGRX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, more than FBGRX's 2.14% 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% |
FBGRX Fidelity Blue Chip Growth Fund | 2.14% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
BRXAX vs. FBGRX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for BRXAX and FBGRX.
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Drawdown Indicators
| BRXAX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -58.64% | +22.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -13.89% | +2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -43.08% | +16.45% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -43.08% | +6.49% |
Current DrawdownCurrent decline from peak | -11.23% | -12.65% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -12.58% | +5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.47% | -0.64% |
Volatility
BRXAX vs. FBGRX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.34% and 6.13%, 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 | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 6.13% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 13.36% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 24.63% | -9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 24.86% | -10.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 23.59% | -7.87% |