BRXAX vs. MFEKX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and MFS Growth R6 (MFEKX).
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. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
BRXAX vs. MFEKX - Performance Comparison
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BRXAX vs. MFEKX - 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% |
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly higher than MFEKX's -13.60% return. Over the past 10 years, BRXAX has underperformed MFEKX with an annualized return of 9.72%, while MFEKX has yielded a comparatively higher 15.54% 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%
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
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BRXAX vs. MFEKX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
BRXAX vs. MFEKX — Risk / Return Rank
BRXAX
MFEKX
BRXAX vs. MFEKX - 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 Growth R6 (MFEKX). 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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.31 | +1.65 |
Sortino ratioReturn per unit of downside risk | 2.49 | 0.59 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.08 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 0.22 | +2.21 |
Martin ratioReturn relative to average drawdown | 9.64 | 0.76 | +8.88 |
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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.31 | +1.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.50 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.74 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.80 | -0.26 |
Correlation
The correlation between BRXAX and MFEKX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BRXAX vs. MFEKX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, less than MFEKX's 17.15% 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% |
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
BRXAX vs. MFEKX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, roughly equal to the maximum MFEKX drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for BRXAX and MFEKX.
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Drawdown Indicators
| BRXAX | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -36.06% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -17.27% | +6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -36.06% | +9.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -36.06% | -0.53% |
Current DrawdownCurrent decline from peak | -11.23% | -17.27% | +6.04% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -5.66% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 5.05% | -2.22% |
Volatility
BRXAX vs. MFEKX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 6.34% compared to MFS Growth R6 (MFEKX) at 5.57%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than MFEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | MFEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.57% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 12.05% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 21.56% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 21.86% | -7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 21.12% | -5.40% |