BRXAX vs. FIGSX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Fidelity Series International Growth Fund (FIGSX).
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. FIGSX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
BRXAX vs. FIGSX - Performance Comparison
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BRXAX vs. FIGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -15.77% | 24.93% |
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 35.59% | -10.97% | 30.21% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than FIGSX's -1.99% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 10.02% annualized return and FIGSX not far behind at 9.60%.
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%
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
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BRXAX vs. FIGSX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than FIGSX's 0.01% expense ratio.
Return for Risk
BRXAX vs. FIGSX — Risk / Return Rank
BRXAX
FIGSX
BRXAX vs. FIGSX - 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 Growth Fund (FIGSX). 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 | FIGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.74 | +1.52 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.16 | +1.70 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.16 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 0.98 | +1.90 |
Martin ratioReturn relative to average drawdown | 11.21 | 3.83 | +7.39 |
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 | FIGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.74 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.33 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.55 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.08 |
Correlation
The correlation between BRXAX and FIGSX is 0.89, 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. FIGSX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than FIGSX's 8.85% 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% |
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
Drawdowns
BRXAX vs. FIGSX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, which is greater than FIGSX's maximum drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for BRXAX and FIGSX.
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Drawdown Indicators
| BRXAX | FIGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -34.47% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -13.89% | +2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -34.47% | +7.84% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -34.47% | -2.12% |
Current DrawdownCurrent decline from peak | -8.73% | -10.60% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -6.49% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.55% | -0.67% |
Volatility
BRXAX vs. FIGSX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund Class A (BRXAX) is 7.07%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 9.09%. This indicates that BRXAX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | FIGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 9.09% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 13.23% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 19.24% | -4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 17.61% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 17.54% | -1.80% |