BRXAX vs. MIGFX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
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. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Performance
BRXAX vs. MIGFX - Performance Comparison
Loading graphics...
BRXAX vs. MIGFX - 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | -9.36% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly higher than MIGFX's -9.36% return. Over the past 10 years, BRXAX has underperformed MIGFX with an annualized return of 9.72%, while MIGFX has yielded a comparatively higher 13.69% 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%
MIGFX
- 1D
- 2.93%
- 1M
- -5.97%
- YTD
- -9.36%
- 6M
- -8.66%
- 1Y
- 4.69%
- 3Y*
- 13.47%
- 5Y*
- 8.85%
- 10Y*
- 13.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRXAX vs. MIGFX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Return for Risk
BRXAX vs. MIGFX — Risk / Return Rank
BRXAX
MIGFX
BRXAX vs. MIGFX - 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 Massachusetts Investors Growth Stock Fund (MIGFX). 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 | MIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 0.28 | +1.68 |
Sortino ratioReturn per unit of downside risk | 2.49 | 0.54 | +1.95 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.07 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 0.40 | +2.03 |
Martin ratioReturn relative to average drawdown | 9.64 | 1.43 | +8.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRXAX | MIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 0.28 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.51 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.38 | +0.16 |
Correlation
The correlation between BRXAX and MIGFX is 0.74, 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. MIGFX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, less than MIGFX's 12.57% 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% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 12.57% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Drawdowns
BRXAX vs. MIGFX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum MIGFX drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for BRXAX and MIGFX.
Loading graphics...
Drawdown Indicators
| BRXAX | MIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -61.83% | +25.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -13.77% | +2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -26.67% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -32.42% | -4.17% |
Current DrawdownCurrent decline from peak | -11.23% | -11.24% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -19.00% | +11.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.83% | -1.00% |
Volatility
BRXAX vs. MIGFX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 6.34% compared to MFS Massachusetts Investors Growth Stock Fund (MIGFX) at 5.49%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BRXAX | MIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.49% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 9.81% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 17.85% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 17.50% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 18.18% | -2.46% |