BRXAX vs. FHLFX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Fidelity Series International Index Fund (FHLFX).
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. FHLFX is managed by Fidelity. It was launched on Aug 17, 2018.
Performance
BRXAX vs. FHLFX - Performance Comparison
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BRXAX vs. FHLFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | 1.88% | 39.54% | 11.62% | 14.03% | -13.57% | 13.21% | 8.90% | 21.79% | -11.63% |
FHLFX Fidelity Series International Index Fund | 0.99% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than FHLFX's 0.99% 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%
FHLFX
- 1D
- 2.97%
- 1M
- -6.32%
- YTD
- 0.99%
- 6M
- 5.00%
- 1Y
- 22.99%
- 3Y*
- 14.59%
- 5Y*
- 8.30%
- 10Y*
- —
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BRXAX vs. FHLFX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than FHLFX's 0.01% expense ratio.
Return for Risk
BRXAX vs. FHLFX — Risk / Return Rank
BRXAX
FHLFX
BRXAX vs. FHLFX - 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 Series International Index Fund (FHLFX). 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 | FHLFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 1.39 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.90 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.28 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.95 | +0.93 |
Martin ratioReturn relative to average drawdown | 11.21 | 7.44 | +3.77 |
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 | FHLFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 1.39 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.53 | +0.20 |
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 | 0.47 | +0.09 |
Correlation
The correlation between BRXAX and FHLFX is 0.94, 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. FHLFX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, more than FHLFX's 3.43% 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% |
FHLFX Fidelity Series International Index Fund | 3.43% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRXAX vs. FHLFX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, which is greater than FHLFX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for BRXAX and FHLFX.
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Drawdown Indicators
| BRXAX | FHLFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -33.58% | -3.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -11.37% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -29.36% | +2.73% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | — | — |
Current DrawdownCurrent decline from peak | -8.73% | -8.18% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -6.18% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.97% | -0.09% |
Volatility
BRXAX vs. FHLFX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund Class A (BRXAX) is 7.07%, while Fidelity Series International Index Fund (FHLFX) has a volatility of 7.63%. This indicates that BRXAX experiences smaller price fluctuations and is considered to be less risky than FHLFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | FHLFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 7.63% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 11.01% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 17.06% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.82% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 17.63% | -1.89% |