BRXAX vs. FINVX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Fidelity Series International Value Fund (FINVX).
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. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
BRXAX vs. FINVX - Performance Comparison
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BRXAX vs. FINVX - 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% |
FINVX Fidelity Series International Value Fund | 1.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than FINVX's 1.28% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 10.02% annualized return and FINVX not far ahead at 10.36%.
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%
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
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BRXAX vs. FINVX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
BRXAX vs. FINVX — Risk / Return Rank
BRXAX
FINVX
BRXAX vs. FINVX - 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 Value Fund (FINVX). 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 | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 1.68 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.86 | 2.23 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.34 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.41 | +0.47 |
Martin ratioReturn relative to average drawdown | 11.21 | 9.65 | +1.56 |
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 | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 1.68 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.81 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.35 | +0.20 |
Correlation
The correlation between BRXAX and FINVX is 0.92, 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. FINVX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than FINVX's 11.06% 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% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
BRXAX vs. FINVX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for BRXAX and FINVX.
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Drawdown Indicators
| BRXAX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -42.48% | +5.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -11.66% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -27.13% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -42.48% | +5.89% |
Current DrawdownCurrent decline from peak | -8.73% | -6.84% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -9.11% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.91% | -0.03% |
Volatility
BRXAX vs. FINVX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund Class A (BRXAX) is 7.07%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.58%. This indicates that BRXAX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 7.58% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 10.99% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 17.67% | -2.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 16.62% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 18.01% | -2.27% |