BRXAX vs. PTSIX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and PIMCO RAE PLUS International Fund (PTSIX).
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. PTSIX is managed by PIMCO. It was launched on Sep 29, 2011.
Performance
BRXAX vs. PTSIX - Performance Comparison
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BRXAX vs. PTSIX - 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% |
PTSIX PIMCO RAE PLUS International Fund | 7.77% | 35.74% | 2.54% | 18.35% | -11.35% | -56.03% | 0.48% | 18.29% | -16.33% | 28.37% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly lower than PTSIX's 7.77% return. Over the past 10 years, BRXAX has outperformed PTSIX with an annualized return of 9.72%, while PTSIX has yielded a comparatively lower 0.25% 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%
PTSIX
- 1D
- 0.52%
- 1M
- -7.19%
- YTD
- 7.77%
- 6M
- 16.86%
- 1Y
- 36.40%
- 3Y*
- 18.32%
- 5Y*
- -8.79%
- 10Y*
- 0.25%
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BRXAX vs. PTSIX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is lower than PTSIX's 0.82% expense ratio.
Return for Risk
BRXAX vs. PTSIX — Risk / Return Rank
BRXAX
PTSIX
BRXAX vs. PTSIX - 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 PLUS International Fund (PTSIX). 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 | PTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 2.25 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.49 | 2.77 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.44 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 2.53 | -0.10 |
Martin ratioReturn relative to average drawdown | 9.64 | 11.73 | -2.10 |
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 | PTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 2.25 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | -0.29 | +0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.01 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.10 | +0.44 |
Correlation
The correlation between BRXAX and PTSIX is 0.72, 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. PTSIX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, less than PTSIX's 4.33% 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% |
PTSIX PIMCO RAE PLUS International Fund | 4.33% | 3.62% | 7.01% | 3.18% | 67.07% | 64.36% | 7.45% | 3.49% | 29.39% | 7.86% | 0.84% | 3.54% |
Drawdowns
BRXAX vs. PTSIX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum PTSIX drawdown of -72.38%. Use the drawdown chart below to compare losses from any high point for BRXAX and PTSIX.
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Drawdown Indicators
| BRXAX | PTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -72.38% | +35.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -11.66% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -72.38% | +45.75% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -72.38% | +35.79% |
Current DrawdownCurrent decline from peak | -11.23% | -42.10% | +30.87% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -25.01% | +17.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.77% | +0.06% |
Volatility
BRXAX vs. PTSIX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 6.34% compared to PIMCO RAE PLUS International Fund (PTSIX) at 5.66%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than PTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | PTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.66% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 9.03% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 15.17% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 30.91% | -16.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 25.08% | -9.36% |