BRXAX vs. MITTX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and MFS Massachusetts Investors Trust (MITTX).
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. MITTX is managed by MFS. It was launched on Jul 15, 1924.
Performance
BRXAX vs. MITTX - Performance Comparison
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BRXAX vs. MITTX - 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% |
MITTX MFS Massachusetts Investors Trust | -3.97% | 13.67% | 19.69% | 19.26% | -16.27% | 26.73% | 18.72% | 31.92% | -5.56% | 23.55% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly higher than MITTX's -3.97% return. Over the past 10 years, BRXAX has underperformed MITTX with an annualized return of 10.02%, while MITTX has yielded a comparatively higher 12.59% annualized return.
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%
MITTX
- 1D
- 2.80%
- 1M
- -5.51%
- YTD
- -3.97%
- 6M
- -2.38%
- 1Y
- 11.75%
- 3Y*
- 14.60%
- 5Y*
- 8.98%
- 10Y*
- 12.59%
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BRXAX vs. MITTX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than MITTX's 0.70% expense ratio.
Return for Risk
BRXAX vs. MITTX — Risk / Return Rank
BRXAX
MITTX
BRXAX vs. MITTX - 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 Trust (MITTX). 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 | MITTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 0.74 | +1.53 |
Sortino ratioReturn per unit of downside risk | 2.86 | 1.14 | +1.71 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.17 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.17 | +1.70 |
Martin ratioReturn relative to average drawdown | 11.21 | 4.78 | +6.43 |
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 | MITTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 0.74 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.58 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.73 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.42 | +0.14 |
Correlation
The correlation between BRXAX and MITTX 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. MITTX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than MITTX's 14.92% 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% |
MITTX MFS Massachusetts Investors Trust | 14.92% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
Drawdowns
BRXAX vs. MITTX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum MITTX drawdown of -49.54%. Use the drawdown chart below to compare losses from any high point for BRXAX and MITTX.
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Drawdown Indicators
| BRXAX | MITTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -49.54% | +12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.76% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -23.27% | -3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -33.45% | -3.14% |
Current DrawdownCurrent decline from peak | -8.73% | -7.23% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.57% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.64% | +0.24% |
Volatility
BRXAX vs. MITTX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 7.07% compared to MFS Massachusetts Investors Trust (MITTX) at 5.12%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | MITTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.12% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 8.94% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 16.37% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.70% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 17.21% | -1.47% |