BRXAX vs. IVFIX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX).
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. IVFIX is managed by Federated. It was launched on Jun 3, 2008.
Performance
BRXAX vs. IVFIX - Performance Comparison
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BRXAX vs. IVFIX - 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% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 5.22% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly lower than IVFIX's 5.22% return. Over the past 10 years, BRXAX has outperformed IVFIX with an annualized return of 9.72%, while IVFIX has yielded a comparatively lower 7.06% 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%
IVFIX
- 1D
- 0.21%
- 1M
- -6.40%
- YTD
- 5.22%
- 6M
- 10.50%
- 1Y
- 23.17%
- 3Y*
- 13.89%
- 5Y*
- 10.28%
- 10Y*
- 7.06%
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BRXAX vs. IVFIX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is lower than IVFIX's 0.86% expense ratio.
Return for Risk
BRXAX vs. IVFIX — Risk / Return Rank
BRXAX
IVFIX
BRXAX vs. IVFIX - 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 Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 1.98 | -0.02 |
Sortino ratioReturn per unit of downside risk | 2.49 | 2.58 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.41 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 4.08 | -1.65 |
Martin ratioReturn relative to average drawdown | 9.64 | 17.43 | -7.80 |
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 | IVFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 1.98 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.83 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.49 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.21 | +0.33 |
Correlation
The correlation between BRXAX and IVFIX is 0.76, 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. IVFIX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, more than IVFIX's 3.14% 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% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.14% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
Drawdowns
BRXAX vs. IVFIX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for BRXAX and IVFIX.
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Drawdown Indicators
| BRXAX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -51.49% | +14.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -8.47% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -21.29% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -33.46% | -3.13% |
Current DrawdownCurrent decline from peak | -11.23% | -6.58% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -11.69% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 1.98% | +0.85% |
Volatility
BRXAX vs. IVFIX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 6.34% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 4.54%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 4.54% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 8.10% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 14.63% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 12.96% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 14.74% | +0.98% |