BRXAX vs. PZRIX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and PIMCO RAE Global ex-US Fund (PZRIX).
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. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Performance
BRXAX vs. PZRIX - Performance Comparison
Loading graphics...
BRXAX vs. PZRIX - 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% |
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
Returns By Period
In the year-to-date period, BRXAX achieves a 1.88% return, which is significantly lower than PZRIX's 9.93% return. Both investments have delivered pretty close results over the past 10 years, with BRXAX having a 10.02% annualized return and PZRIX not far ahead at 10.15%.
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%
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
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. PZRIX - Expense Ratio Comparison
BRXAX has a 0.77% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Return for Risk
BRXAX vs. PZRIX — Risk / Return Rank
BRXAX
PZRIX
BRXAX vs. PZRIX - 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 Global ex-US Fund (PZRIX). 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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 2.67 | -0.41 |
Sortino ratioReturn per unit of downside risk | 2.86 | 3.39 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.52 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 3.09 | -0.22 |
Martin ratioReturn relative to average drawdown | 11.21 | 14.29 | -3.08 |
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 | PZRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 2.67 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.69 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.60 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.59 | -0.03 |
Correlation
The correlation between BRXAX and PZRIX is 0.92, 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. PZRIX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 3.94%, less than PZRIX's 5.96% 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% |
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
Drawdowns
BRXAX vs. PZRIX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum PZRIX drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for BRXAX and PZRIX.
Loading graphics...
Drawdown Indicators
| BRXAX | PZRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -43.53% | +6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -10.68% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -30.85% | +4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -43.53% | +6.94% |
Current DrawdownCurrent decline from peak | -8.73% | -5.20% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -9.00% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.45% | +0.43% |
Volatility
BRXAX vs. PZRIX - Volatility Comparison
MFS Blended Research International Equity Fund Class A (BRXAX) has a higher volatility of 7.07% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.45%. This indicates that BRXAX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BRXAX | PZRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.45% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 8.92% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 14.17% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 15.85% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 17.02% | -1.28% |