BRXAX vs. MINIX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and MFS International Intrinsic Value Fund Class I (MINIX).
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. MINIX is managed by MFS.
Performance
BRXAX vs. MINIX - Performance Comparison
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BRXAX vs. MINIX - 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% |
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly higher than MINIX's -3.26% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 9.72% annualized return and MINIX not far behind at 9.57%.
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%
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
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BRXAX vs. MINIX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
BRXAX vs. MINIX — Risk / Return Rank
BRXAX
MINIX
BRXAX vs. MINIX - 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 International Intrinsic Value Fund Class I (MINIX). 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 | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 1.12 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.52 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.22 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.33 | +1.10 |
Martin ratioReturn relative to average drawdown | 9.64 | 5.28 | +4.36 |
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 | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 1.12 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.44 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.62 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between BRXAX and MINIX is 0.89, 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. MINIX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, less than MINIX's 8.03% 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% |
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
BRXAX vs. MINIX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for BRXAX and MINIX.
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Drawdown Indicators
| BRXAX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -51.72% | +15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -12.42% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -36.78% | +10.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -36.78% | +0.19% |
Current DrawdownCurrent decline from peak | -11.23% | -11.89% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -8.64% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.13% | -0.30% |
Volatility
BRXAX vs. MINIX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 6.34% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 5.98%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.98% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 10.11% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 15.74% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 16.45% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 15.52% | +0.20% |