BRXAX vs. MEIKX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and MFS Value Fund (MEIKX).
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. MEIKX is managed by MFS. It was launched on May 1, 2006.
Performance
BRXAX vs. MEIKX - Performance Comparison
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BRXAX vs. MEIKX - 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% |
MEIKX MFS Value Fund | 1.11% | 13.37% | 11.98% | 8.32% | -5.92% | 25.59% | 4.09% | 30.18% | -9.81% | 17.26% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than MEIKX's 1.11% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 10.02% annualized return and MEIKX not far ahead at 10.10%.
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%
MEIKX
- 1D
- 1.64%
- 1M
- -5.00%
- YTD
- 1.11%
- 6M
- 3.65%
- 1Y
- 10.49%
- 3Y*
- 12.15%
- 5Y*
- 8.48%
- 10Y*
- 10.10%
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BRXAX vs. MEIKX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than MEIKX's 0.43% expense ratio.
Return for Risk
BRXAX vs. MEIKX — Risk / Return Rank
BRXAX
MEIKX
BRXAX vs. MEIKX - 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 MFS Value Fund (MEIKX). 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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.70 | +1.56 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.04 | +1.81 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.15 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.03 | +1.84 |
Martin ratioReturn relative to average drawdown | 11.21 | 4.53 | +6.68 |
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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.70 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.61 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.39 | +0.17 |
Correlation
The correlation between BRXAX and MEIKX is 0.70, 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. MEIKX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than MEIKX's 9.82% 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% |
MEIKX MFS Value Fund | 9.82% | 9.72% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.14% | 3.84% | 6.12% |
Drawdowns
BRXAX vs. MEIKX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for BRXAX and MEIKX.
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Drawdown Indicators
| BRXAX | MEIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -56.81% | +20.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -11.09% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -17.50% | -9.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -36.68% | +0.09% |
Current DrawdownCurrent decline from peak | -8.73% | -5.00% | -3.73% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -9.51% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.52% | +0.36% |
Volatility
BRXAX vs. MEIKX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 7.07% compared to MFS Value Fund (MEIKX) at 3.64%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | MEIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 3.64% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 7.85% | +2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 14.82% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 13.91% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 16.55% | -0.81% |