BRXAX vs. PPYPX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and PIMCO RAE International Fund (PPYPX).
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. PPYPX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
BRXAX vs. PPYPX - Performance Comparison
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BRXAX vs. PPYPX - 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% |
PPYPX PIMCO RAE International Fund | 10.77% | 31.34% | -1.15% | 18.13% | -8.73% | 10.68% | 2.05% | 16.43% | -15.49% | 24.89% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly lower than PPYPX's 10.77% return. Over the past 10 years, BRXAX has outperformed PPYPX with an annualized return of 10.02%, while PPYPX has yielded a comparatively lower 9.04% 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%
PPYPX
- 1D
- 2.17%
- 1M
- -3.14%
- YTD
- 10.77%
- 6M
- 14.70%
- 1Y
- 33.94%
- 3Y*
- 16.82%
- 5Y*
- 9.24%
- 10Y*
- 9.04%
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BRXAX vs. PPYPX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than PPYPX's 0.60% expense ratio.
Return for Risk
BRXAX vs. PPYPX — Risk / Return Rank
BRXAX
PPYPX
BRXAX vs. PPYPX - 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 PIMCO RAE International Fund (PPYPX). 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 | PPYPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 2.24 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.86 | 2.85 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.83 | +0.04 |
Martin ratioReturn relative to average drawdown | 11.21 | 13.07 | -1.86 |
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 | PPYPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 2.24 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.47 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.48 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.46 | +0.10 |
Correlation
The correlation between BRXAX and PPYPX 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. PPYPX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than PPYPX's 7.02% 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% |
PPYPX PIMCO RAE International Fund | 7.02% | 7.78% | 6.57% | 10.09% | 7.20% | 27.06% | 2.23% | 4.20% | 5.96% | 2.53% | 2.41% | 0.00% |
Drawdowns
BRXAX vs. PPYPX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum PPYPX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for BRXAX and PPYPX.
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Drawdown Indicators
| BRXAX | PPYPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -42.48% | +5.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.21% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -35.65% | +9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -42.48% | +5.89% |
Current DrawdownCurrent decline from peak | -8.73% | -4.08% | -4.65% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -10.28% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.43% | +0.45% |
Volatility
BRXAX vs. PPYPX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 7.07% compared to PIMCO RAE International Fund (PPYPX) at 5.49%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than PPYPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | PPYPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.49% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 10.15% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 15.41% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 19.61% | -5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 19.08% | -3.34% |